https://www.simplify.us/ en https://www.simplify.us/blog/introduction-carry-strategies <span>An Introduction to Carry Strategies</span> <div><h2>Introduction</h2> A carry strategy involves repeatedly taking advantage of the difference between a spot price and a forward price, or more generally between two forward prices, for a single underlying asset. More specifically one can “ride up” a downward sloping curve to buy low and later sell high, or execute the opposite trade on an upward sloping curve, selling high and buying back low later. These term structures exist wherever sets of forward prices for an asset or an index are traded.</div> <span><span>olga.huxoll</span></span> <span>Fri, 07/29/2022 - 08:18</span> <div> <div>Alternatives</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2022-07/Image_0.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2022-07/Image_0.png?itok=CPlM_5a6 2x" src="/sites/default/files/2022-07/Image_0.png" alt="G:\Shared drives\Marketing Materials\APPROVED MARKETING MATERIALS\Master Sales Deck" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">john.downing1</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Carry Trades</li> <li class="c-blog__tags-item">Income</li> <li class="c-blog__tags-item">Volatility</li> </ul> </section> <!-- End Tags --> Fri, 29 Jul 2022 12:18:00 +0000 olga.huxoll 1166 at https://www.simplify.us https://www.simplify.us/blog/introduction-carry-strategies <span>An Introduction to Carry Strategies</span> <div><h2>Introduction</h2> A carry strategy involves repeatedly taking advantage of the difference between a spot price and a forward price, or more generally between two forward prices, for a single underlying asset. More specifically one can “ride up” a downward sloping curve to buy low and later sell high, or execute the opposite trade on an upward sloping curve, selling high and buying back low later. These term structures exist wherever sets of forward prices for an asset or an index are traded.</div> <span><span>olga.huxoll</span></span> <span>Fri, 07/29/2022 - 08:18</span> <div> <div>Alternatives</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2022-07/Image_0.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2022-07/Image_0.png?itok=CPlM_5a6 2x" src="/sites/default/files/2022-07/Image_0.png" alt="G:\Shared drives\Marketing Materials\APPROVED MARKETING MATERIALS\Master Sales Deck" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">john.downing1</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Carry Trades</li> <li class="c-blog__tags-item">Income</li> <li class="c-blog__tags-item">Volatility</li> </ul> </section> <!-- End Tags --> Fri, 29 Jul 2022 12:18:00 +0000 olga.huxoll 1166 at https://www.simplify.us https://www.simplify.us/blog/introduction-carry-strategies <span>An Introduction to Carry Strategies</span> <div><h2>Introduction</h2> A carry strategy involves repeatedly taking advantage of the difference between a spot price and a forward price, or more generally between two forward prices, for a single underlying asset. More specifically one can “ride up” a downward sloping curve to buy low and later sell high, or execute the opposite trade on an upward sloping curve, selling high and buying back low later. These term structures exist wherever sets of forward prices for an asset or an index are traded.</div> <span><span>olga.huxoll</span></span> <span>Fri, 07/29/2022 - 08:18</span> <div> <div>Alternatives</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2022-07/Image_0.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2022-07/Image_0.png?itok=CPlM_5a6 2x" src="/sites/default/files/2022-07/Image_0.png" alt="G:\Shared drives\Marketing Materials\APPROVED MARKETING MATERIALS\Master Sales Deck" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">john.downing1</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Carry Trades</li> <li class="c-blog__tags-item">Income</li> <li class="c-blog__tags-item">Volatility</li> </ul> </section> <!-- End Tags --> Fri, 29 Jul 2022 12:18:00 +0000 olga.huxoll 1166 at https://www.simplify.us https://www.simplify.us/blog/introduction-carry-strategies <span>An Introduction to Carry Strategies</span> <div><h2>Introduction</h2> A carry strategy involves repeatedly taking advantage of the difference between a spot price and a forward price, or more generally between two forward prices, for a single underlying asset. More specifically one can “ride up” a downward sloping curve to buy low and later sell high, or execute the opposite trade on an upward sloping curve, selling high and buying back low later. These term structures exist wherever sets of forward prices for an asset or an index are traded.</div> <span><span>olga.huxoll</span></span> <span>Fri, 07/29/2022 - 08:18</span> <div> <div>Alternatives</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2022-07/Image_0.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2022-07/Image_0.png?itok=CPlM_5a6 2x" src="/sites/default/files/2022-07/Image_0.png" alt="G:\Shared drives\Marketing Materials\APPROVED MARKETING MATERIALS\Master Sales Deck" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">john.downing1</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Carry Trades</li> <li class="c-blog__tags-item">Income</li> <li class="c-blog__tags-item">Volatility</li> </ul> </section> <!-- End Tags --> Fri, 29 Jul 2022 12:18:00 +0000 olga.huxoll 1166 at https://www.simplify.us https://www.simplify.us/blog/enhancing-portfolio-income-equity-volatility-premium <span>Enhancing Portfolio Income with the Equity Volatility Premium</span> <div><h2><strong>Introduction</strong></h2> <p>With more than 118 million Americans in or nearing retirement (age 50 or older)<a href="#_ftn1">^[1]</a>, income has become a key component for many portfolios.  But as asset allocators reach for yield in a low-rate environment, they must be extra mindful of the additional risks they may be accepting.<br /></div> <span><a title="View user profile." href="/user/2966">ronja.lodmark</a></span> <span>Mon, 11/22/2021 - 09:30</span> <div> <div>Equity</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2021-11/blog-TITLE08.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2021-11/blog-TITLE08.png?itok=yPb4LMym 2x" src="/sites/default/files/2021-11/blog-TITLE08.png" alt="13 Image" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">david.berns</li> <li class="o-list__item--inline c-blog__byline-author">shailesh.gupta</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Volatility</li> <li class="c-blog__tags-item">Alternative Risk Premia</li> <li class="c-blog__tags-item">Income</li> </ul> </section> <!-- End Tags --> Mon, 22 Nov 2021 14:30:00 +0000 ronja.lodmark 736 at https://www.simplify.us https://www.simplify.us/blog/enhancing-portfolio-income-equity-volatility-premium <span>Enhancing Portfolio Income with the Equity Volatility Premium</span> <div><h2><strong>Introduction</strong></h2> <p>With more than 118 million Americans in or nearing retirement (age 50 or older)<a href="#_ftn1">^[1]</a>, income has become a key component for many portfolios.  But as asset allocators reach for yield in a low-rate environment, they must be extra mindful of the additional risks they may be accepting.<br /></div> <span><a title="View user profile." href="/user/2966">ronja.lodmark</a></span> <span>Mon, 11/22/2021 - 09:30</span> <div> <div>Equity</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2021-11/blog-TITLE08.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2021-11/blog-TITLE08.png?itok=yPb4LMym 2x" src="/sites/default/files/2021-11/blog-TITLE08.png" alt="13 Image" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">david.berns</li> <li class="o-list__item--inline c-blog__byline-author">shailesh.gupta</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Volatility</li> <li class="c-blog__tags-item">Alternative Risk Premia</li> <li class="c-blog__tags-item">Income</li> </ul> </section> <!-- End Tags --> Mon, 22 Nov 2021 14:30:00 +0000 ronja.lodmark 736 at https://www.simplify.us https://www.simplify.us/blog/enhancing-portfolio-income-equity-volatility-premium <span>Enhancing Portfolio Income with the Equity Volatility Premium</span> <div><h2><strong>Introduction</strong></h2> <p>With more than 118 million Americans in or nearing retirement (age 50 or older)<a href="#_ftn1">^[1]</a>, income has become a key component for many portfolios.  But as asset allocators reach for yield in a low-rate environment, they must be extra mindful of the additional risks they may be accepting.<br /></div> <span><a title="View user profile." href="/user/2966">ronja.lodmark</a></span> <span>Mon, 11/22/2021 - 09:30</span> <div> <div>Equity</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2021-11/blog-TITLE08.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2021-11/blog-TITLE08.png?itok=yPb4LMym 2x" src="/sites/default/files/2021-11/blog-TITLE08.png" alt="13 Image" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">david.berns</li> <li class="o-list__item--inline c-blog__byline-author">shailesh.gupta</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Volatility</li> <li class="c-blog__tags-item">Alternative Risk Premia</li> <li class="c-blog__tags-item">Income</li> </ul> </section> <!-- End Tags --> Mon, 22 Nov 2021 14:30:00 +0000 ronja.lodmark 736 at https://www.simplify.us https://www.simplify.us/blog/enhancing-portfolio-income-equity-volatility-premium <span>Enhancing Portfolio Income with the Equity Volatility Premium</span> <div><h2><strong>Introduction</strong></h2> <p>With more than 118 million Americans in or nearing retirement (age 50 or older)<a href="#_ftn1">^[1]</a>, income has become a key component for many portfolios.  But as asset allocators reach for yield in a low-rate environment, they must be extra mindful of the additional risks they may be accepting.<br /></div> <span><a title="View user profile." href="/user/2966">ronja.lodmark</a></span> <span>Mon, 11/22/2021 - 09:30</span> <div> <div>Equity</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2021-11/blog-TITLE08.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2021-11/blog-TITLE08.png?itok=yPb4LMym 2x" src="/sites/default/files/2021-11/blog-TITLE08.png" alt="13 Image" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">david.berns</li> <li class="o-list__item--inline c-blog__byline-author">shailesh.gupta</li> <li class="o-list__item--inline c-blog__byline-author">peter.van amson</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Volatility</li> <li class="c-blog__tags-item">Alternative Risk Premia</li> <li class="c-blog__tags-item">Income</li> </ul> </section> <!-- End Tags --> Mon, 22 Nov 2021 14:30:00 +0000 ronja.lodmark 736 at https://www.simplify.us https://www.simplify.us/blog/volatility-premium-harvesting-reimagined <span>Volatility Premium Harvesting, Reimagined</span> <div><h2>Introduction</h2> Attractive sources of income are hard to come by today.  Bond yields are near all-time lows after 40 years of falling interest rates.  Stock dividends are increasingly uninspiring as equities continue their meteoric rise.  But not all sources of income have been squeezed away.  One attractive source of yield today is the income generated by selling volatility.  Yet selling volatility can be risky and years of precious income can be lost quickly.<br /></div> <span><a title="View user profile." href="/user/116">eric.mcardle</a></span> <span>Thu, 05/13/2021 - 16:20</span> <div> <div>Alternatives</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2021-05/blog-volatility-reimagined.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2021-05/blog-volatility-reimagined.png?itok=1fPV_8Ht 2x" src="/sites/default/files/2021-05/blog-volatility-reimagined.png" alt="Volatility Premium Harvesting Reimagined image" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">david.berns</li> <li class="o-list__item--inline c-blog__byline-author">shailesh.gupta</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Volatility</li> <li class="c-blog__tags-item">Convexity</li> <li class="c-blog__tags-item">Alternative Risk Premia</li> <li class="c-blog__tags-item">Income</li> </ul> </section> <!-- End Tags --> Thu, 13 May 2021 20:20:30 +0000 eric.mcardle 506 at https://www.simplify.us https://www.simplify.us/blog/volatility-premium-harvesting-reimagined <span>Volatility Premium Harvesting, Reimagined</span> <div><h2>Introduction</h2> Attractive sources of income are hard to come by today.  Bond yields are near all-time lows after 40 years of falling interest rates.  Stock dividends are increasingly uninspiring as equities continue their meteoric rise.  But not all sources of income have been squeezed away.  One attractive source of yield today is the income generated by selling volatility.  Yet selling volatility can be risky and years of precious income can be lost quickly.<br /></div> <span><a title="View user profile." href="/user/116">eric.mcardle</a></span> <span>Thu, 05/13/2021 - 16:20</span> <div> <div>Alternatives</div> </div> <figure class="o-blog__thumbnail u-tinted-image u-tinted-image--gold"> <img class="img-fluid" srcset="/sites/default/files/2021-05/blog-volatility-reimagined.png, https://www.simplify.us/sites/default/files/styles/blog_full_x2/public/2021-05/blog-volatility-reimagined.png?itok=1fPV_8Ht 2x" src="/sites/default/files/2021-05/blog-volatility-reimagined.png" alt="Volatility Premium Harvesting Reimagined image" nopin="nopin" > </figure> <div>Gold</div> <ul class="o-list--inline c-blog__byline-authors"> <li class="o-list__item--inline c-blog__byline-author">david.berns</li> <li class="o-list__item--inline c-blog__byline-author">shailesh.gupta</li> </ul> <!-- Tags --> <section class="c-blog__tags d-sm-flex"> <ul class="o-list--no-bullets pl-0 d-flex flex-wrap"> <li class="c-blog__tags-item">Volatility</li> <li class="c-blog__tags-item">Convexity</li> <li class="c-blog__tags-item">Alternative Risk Premia</li> <li class="c-blog__tags-item">Income</li> </ul> </section> <!-- End Tags --> Thu, 13 May 2021 20:20:30 +0000 eric.mcardle 506 at https://www.simplify.us