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Managing Volatility-Aided Strategies in a Low Volatility Environment

Alternative Team Perspectives by David O’Donohue

While a lack of volatility may be comforting for many investors, volatility can play an important role in the management of some hedged strategies. David O’Donohue discusses index volatility versus individual stock volatility, and how our team navigates different volatility environments.

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How We Navigated Election Night Turmoil

Alternative Team Perspectives by David O’Donohue

In our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.

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Thoughts on the Market In Light of Election Results

Global Long/Short Team Perspectives by Michael Grant

Michael Grant discusses positioning considerations given his view that recession risks are low and politics are underpinning an improving economic cycle.

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Is Everyone Overpaying for "Safety Stocks"?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.

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Watching Stock Prices Is Not Always the Best Way to Assess the U.S. Economy

Global Long/Short Team Perspectives by Michael Grant

Michael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.

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Another Bear Market Rally or the Start of the Next Bull?

Global Long/Short Team Perspectives by Michael Grant

Michael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.

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Gamma Trading: Why Big Market Swings Can Be Good News

Jason Hill, SVP and David O’Donohue, VP

Co-Portfolio Managers David O’Donohue and Jason Hill explain how market volatility can create profitable opportunities for a convertible arbitrage strategy.

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