We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
(1:15) - Simplify Asset Management ETFs: Who Are They?
(5:05) - Option Based Strategy ETFs: How Does Convexity Work?
(10:50) - Simplify US Equity and Nasdaq 100 Plus Downside Convexity ETFs: SPD & QQD
(15:15) - Simplify Launches New Bond ETFs: Do They Fit Into Your Portfolio?
(21:45) - Which Thematic ETF Will Perform The Best In 2022?
(26:30) - Breaking Down The Recent Volatile Market Action: How Should You Position Your Portfolio?
(32:15) - AGFiQ US Market Neutral Anti-Beta Fund: BTAL
(37:00) - Will Low Beta Stocks Continue To Outperform In The Long Term?
(41:20) - AGFiQ Hedged Dividend Income Fund: DIVA
Stocks are off to a rough start this year as investors are concerned about Inflation and rising rates. Headlines from Europe have further unnerved investors over the past few days.
Obviously, investors are looking for products that can allow them to participate in the market upside while hedging against rising interest rates or market volatility. In this episode, we discuss some innovative strategies for downside protection.
In the first part, I am joined by Paul Kim, CEO of Simplify Asset Management, and my second guest is Bill H. DeRoche, Chief Investment at AGF Investments.
Simplify has a suite of ETFs that help investors hedge against key risks by using options. The Simplify US Equity PLUS Downside Convexity ETF (SPD - Free Report) provides exposure to US large cap stocks while boosting performance during extreme market moves down via an options overlay strategy.
The Simplify Interest Rate Hedge ETF (PFIX - Free Report) seeks to provide a hedge against a sharp increase in long-term interest rates and the Volatility Premium ETF (SVOL - Free Report) seeks to provide an attractive income stream using the swings in market volatility.
The AGFiQ US Market Neutral AntiBeta ETF (BTAL - Free Report) takes long positions in low beta stocks and short positions in high beta stocks on a dollar neutral basis.
The AGFiQ Hedged Dividend Income Fund provides 100% long exposure to stocks with stable or growing dividends and 50% short exposure to stocks with unstable or low dividends.
Both these long-short ETFs have significantly outperformed the major indexes this year.
Tune in to the podcast to learn more.
Make sure to be on the lookout for the next edition of the ETF Spotlight and remember to subscribe! If you have any comments or questions, please email podcast@zacks.com.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
ETFs to Hedge Against Market Volatility
Stocks are off to a rough start this year as investors are concerned about Inflation and rising rates. Headlines from Europe have further unnerved investors over the past few days.
Obviously, investors are looking for products that can allow them to participate in the market upside while hedging against rising interest rates or market volatility. In this episode, we discuss some innovative strategies for downside protection.
In the first part, I am joined by Paul Kim, CEO of Simplify Asset Management, and my second guest is Bill H. DeRoche, Chief Investment at AGF Investments.
Simplify has a suite of ETFs that help investors hedge against key risks by using options. The Simplify US Equity PLUS Downside Convexity ETF (SPD - Free Report) provides exposure to US large cap stocks while boosting performance during extreme market moves down via an options overlay strategy.
The Simplify Interest Rate Hedge ETF (PFIX - Free Report) seeks to provide a hedge against a sharp increase in long-term interest rates and the Volatility Premium ETF (SVOL - Free Report) seeks to provide an attractive income stream using the swings in market volatility.
The AGFiQ US Market Neutral AntiBeta ETF (BTAL - Free Report) takes long positions in low beta stocks and short positions in high beta stocks on a dollar neutral basis.
The AGFiQ Hedged Dividend Income Fund provides 100% long exposure to stocks with stable or growing dividends and 50% short exposure to stocks with unstable or low dividends.
Both these long-short ETFs have significantly outperformed the major indexes this year.
Tune in to the podcast to learn more.
Make sure to be on the lookout for the next edition of the ETF Spotlight and remember to subscribe! If you have any comments or questions, please email podcast@zacks.com.