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Invest in market-neutral funds like EMAAX, MERFX and ARGAX to hedge your portfolio amid market volatility.
Due in part to factors such as persistently high inflation, rising interest rates, the war in Ukraine, and ongoing U.S./China geopolitical tensions, among other issues, overall mergers and acquisitions activity in 2022 is somewhat lethargic relative to previous years.
Simultaneous erosion in both bonds and equities this year is prompting some investors to evaluate alternative strategies. However, market participants that are new to the world of alternatives may think this segment complex and confusing.
This year, there's been considerable talk about the death of the 60/40 portfolio structure. More recently, the chatter shifted to the notion that those 60/40 obituaries may have been penned prematurely, but the stark reality is that broad-based equity and fixed income strategies are failing investors this year.
Event-driven strategies that focus on corporate actions — usually merger arbitrage — could be increasingly appealing to investors looking for alternative asset classes and rising rates protection. The Merger Fund (MERFX) is one of the potential standouts in the field of merger arbitrage funds.
The 2-year/ 10-year US Treasury yield curve inverted last week, an indicator suggesting that markets expect the US economy to worsen. While the 3-month/10-year US Treasury yield curve still appears healthy, it is worth keeping a close eye on, as some economists, such as Fed Chairman Jerome Powell, look to the shortest end of the [.
Commodities continued to rise last month as investors look for ways to hedge against inflation and rising rates, however, investors may be missing out on an especially well-positioned strategy: merger arbitrage. Merger arbitrage is an alternative investment strategy offering investors the potential to create a more efficient and diversified portfolio, targeting both steady gains and [.
Investing in merger arbitrage has many potential advantages, including low correlation and low beta to the stock or bond markets, as well as low volatility compared to equity markets, as reflected by standard deviation. As interest rates have begun to increase to combat inflation, with most of the Fed officials projecting pushing it up to [.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.