Derek Moore and Jay Pestrichelli are back with part 2 of their discussion around the myths prevalent in the 60/40 portfolio. This week they highlight how bonds with low yields may have even more potential interest rate risk than investors think.
With the close of the 1st quarter of 2019 its time again to review how our Buy and Hedge Master Composite compares to other managers in the space.
Where is the warning level? The options market isn’t projecting any major sell offs at this point. Volatility remains low with a 12 handle.
Watch ZEGA’s 2019 Q1 Update to hear Jay go over a brief market review, explain how ZEGA’s strategies are performing, and what is going on at ZEGA in 2019.
Jay Pestrichelli joined Derek Moore in a lively discussion around potential myths with the 60/40 Stock and Bond portfolio. During the podcast they talked about issues around using historical bond returns when yields where much higher than today.
Investment News just published a feature article by ZEGA’s Jay Pestrichelli around a unique opportunity that your clients utilizing a hedged equity strategy may enjoy.