Weekly Market Notes – Week of May 29 – June 2

Research & Reports

The Hedged Equity Landscape

Exploring Hedged Equity Strategies: A Roadmap to Portfolio Diversification with Alternative Investments

Introduction The unprecedented negative performance in both bonds and equities in 2022 has led investors and financial advisors to seek alternative investment strategies to diversify their portfolios and manage risk more effectively. Hedged equity strategies have garnered increasing popularity within the broader alternatives space in recent years, primarily due to their ability to function as

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“An Alternative Income Strategy” – NASDAQ Article

Written by: Bill Hortz (Click here to read the full article on NASDAQ) Acknowledging the 50-year anniversary of the launch of exchange-listed options (4/26/1973), we decided to explore how options, a derivative alternative tool, can play an important part in asset management to enhance income, dampen volatility and provide a strategy for further diversification to

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