Higher Rates Are an Opportunity for Hedged Equity Strategies
April 27, 2023Hear David O’Donohue, SVP and Co-Portfolio Manager discuss why he believes the impact of rising interest rates on option prices has made participation rates for hedged equity strategies appealing.
Recorded on April 21, 2023. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. The views and strategies described may not be suitable for all investors. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.
S&P 500 Index is a market weighted index and is widely regarded as the standard for measuring US stock market performance. Risk-free rate is the hypothetical rate of return for an investment that is assumed to carry no risk of default; it is frequently represented by a US Treasury obligation.
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
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