Markets in Crisis: COVID-19 Pandemic

COVID-19 created a global market crisis, reminding investors that market risk can strike quickly and dramatically.

This ‘black swan’ event triggered economic disruption and accelerated trends in global central bank policies, exacerbating challenges for conventional approaches to portfolio allocation and risk management.

Tracking the Spread of the Virus

It is imperative investors are informed about the recent spread of the Delta variant, a highly-contagious mutation of the virus that continues to create far-reaching health, policy, economic, and social impacts. 

This site provides an update on the global count of infections and deaths.

Navigating Markets in Crisis

The pandemic has far-reaching and long-lasting ramifications, even beyond the deployment of efficacious vaccines. So trying to predict the timing, duration, or final outcome of this, or any crisis, is a fool’s errand. That’s why we’re Always Invested and Always Hedged.

As leaders in hedging and option overlays since 1997, we’ve seen market crises of all shapes and sizes.

The key to navigating markets in crisis is to remain always invested, yet always hedged using an active risk management approach in often rapidly changing environments.

In times of market turmoil, don’t leave the market, hedge it.

Helping Clients Navigate Markets in Crisis


On the Minds of Investors

Buy the dip, or get out?” “Is it a correction or bear?” In a market crisis, investors should be reminded of missteps to avoid when facing uncertain times.


Taking the Long View

How to help retail investors avoid being caught up in emotion and tweaking portfolios in response to short-term “noise” and recent performance.


Managing Loss/Fear Behavior

Loss aversion is the most powerful yet least addressed investor bias. Learn how to identify, explain, and successfully address it in your practice.

Solutions to Implement

Tailoring Your Portfolio Risk

The risks to capital are always present. Define risk and return with portfolio overlays tailored to client objectives.

Global Diversification Redefined

Global hedged equity can help investors access return potential in global equities, while mitigating risks like COVID-19.

Are You Prepared for the Worst?

Know the truth about risk.  Avoid missteps and assumptions about black swans, bear markets, and portfolio construction.

Are You Hedged? We are.

Want to learn more about Defining Risk in a Market Crisis?