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CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.
Investors seeking to remain invested in the equity world with downside protection should invest in low-beta ETFs.
Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.
The Global X S&P 500 Risk Managed Income ETF is a covered call fund that uses a collar strategy for protection. The collar strategy limits upside potential and may not provide effective protection in most market scenarios. XRMI underperformed since January 2022, even though we experienced a bear market during this time.
The Global X S&P 500 Risk Managed Income ETF seeks to provide investment results that correspond generally to the Cboe S&P 500 Risk Managed Income Index. XRMI does this by selling monthly at the money call options and buying 5% out of the money puts, while holding the Index outright. This structure significantly buffers volatility, but at the same time gives up most of the upside in a bull market.
The Global X S&P 500 Risk Managed Income ETF invests based on the Cboe S&P 500 Risk Managed Income Index. The Global X NASDAQ 100 Risk Managed Income ETF invests based on the Nasdaq-100 Monthly Net Credit Collar 95-100 Index.
Whether it's price appreciation or fixed income, it's a tricky environment for investors as stocks and bonds continue to correlate downward thanks to inflation fears. The current market calls for risk mitigation, but fixed income investors can still get yield with the right exchange traded fund (ETF).
In a risky market environment like today's, it's imperative to get proper hedging, but with safe haven assets like bonds heading lower, it helps to get strategic. This is where investors can benefit from an exchange traded fund (ETF) like the Global X S&P 500 Risk Managed Income ETF (XRMI), which has a built-in hedging [.
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.