Tag Archives: multi-asset
Using the News to Select a More Stable Path to the S&P 500
Meet the S&P 500 RavenPack AI Index, a multi-asset index that applies a news analytics algorithm powered by RavenPack to select S&P 500 sectors with the strongest news sentiment for use in its sector rotation process. The index combines U.S. equities and fixed income, complemented by a daily risk control mechanism that seeks to maintain…
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Meet the S&P 500 Dynamic Intraday TCA Index
Combining a trend-following mechanism with the ability to rebalance up to 13 times during the trading day, this innovative multi-asset index seeks to provide a more stable volatility experience by leveraging the next generation of risk control technology.
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The Gold Standard of Indices Meet’s Today’s Technology
Meet the S&P 500 FC Index, an innovative index designed to adjust allocations based on intraday volatility signals as it seeks to increase stability, limit exposure to drawdowns, while optimizing exposure to the S&P 500 via BofA’s Fast Convergence technology.
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Innovating for Insurance: S&P 500 Duo Swift Index
How is intraday volatility rebalancing helping new multi-asset indices rapidly respond to changing markets? Look inside the S&P 500 Duo Swift Index, a diverse, multi-asset, risk-controlled index that is dynamic by design.
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Dividends and Option Premiums: A Dual Income Story
Income generation may be sought out by a variety of market participants, including those nearing retirement and those seeking a source of passive income. An income-focused strategy requires a different approach to those focused on generating growth. Traditional sources of income include dividend-paying stocks and coupon-paying bonds. The economic landscape of the past 18 months…
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2023, call options, covered call, diversification, dividend coverage ratio, dividend yield, dividends, Dow Jones U.S. Dividend 100 3% Premium Covered Call Index, Dow Jones U.S. Dividend 100 7% Premium Covered Call Index, Dow Jones U.S. Dividend 100 Index, institutional investor, S&P 500 Dividend Aristocrats, volatility
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- 2023, call options, covered call, diversification, dividend coverage ratio, dividend yield, dividends, Dow Jones U.S. Dividend 100 3% Premium Covered Call Index, Dow Jones U.S. Dividend 100 7% Premium Covered Call Index, Dow Jones U.S. Dividend 100 Index, institutional investor, S&P 500 Dividend Aristocrats, volatility
Income Generation and the S&P/ASX BuyWrite Index
In my last blog, we discussed the performance characteristics of the S&P/ASX BuyWrite Index. We will now focus on the income-generating feature of this index. As a reminder, a covered call strategy involves selling a call option against an asset that is already owned by the option writer. A systematic long-term covered call strategy generates…
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18-Year Performance of the S&P/ASX BuyWrite Index
The volatile and unpredictable nature of the stock market is characterized by periods of ups and downs. Covered call option writing is a strategy aimed at generating income and mitigating loss, particularly in bear market environments. A covered call (or “buy-write”) strategy involves selling a call option against an asset that is already owned by…
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Examining Defensive Strategies Through an Index Lens
How are advisors using indices to evaluate defensive strategies as they look to protect client goals amid rising rates and inflation? Join TD Wealth’s Andrew Neatt and S&P DJI’s Julie Ballard for a closer look at the S&P 500 Dividend Aristocrats and S&P 500 Quality indices.
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Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, quality factor, real assets, rising rate protection, S&P 500 Dividend Aristocrats, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
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- Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, quality factor, real assets, rising rate protection, S&P 500 Dividend Aristocrats, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
Taking Higher Interest Rates in STRIDE
When it rains, it pours, and there’s no lack of bad news in 2022. The equity market is in solid bear territory, with the S&P 500® down 22% YTD. Inflation is high, and the Federal Reserve has aggressively hiked interest rates in recent months. The latest cycle of rate increases has happened faster than at…
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The S&P Systematic Global Macro Index Outperformed YTD
U.S. equities rebounded in July thanks to earnings from mega-cap technology and major oil companies. The S&P 500® surged 9.2%, posting its best month since November 2020 and reversing its 8.3% loss in June. Nevertheless, the S&P 500 remains in correction territory, down 13.1% from its Jan. 3, 2022, record high. The S&P Systematic Global…
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