Escaping the Devil’s Bargain: Avoid the Trap in Passive Derivative Income Strategies Investors diving into passive covered call strategies in pursuit of yield might have made a 'devil’s bargain'. Research into such strategies indicates a strong negative relationship between income and total return. We explore this research and how a highly active approach may be the antidote to the dilemma. March 19, 2024 - Marc Odo

The Correlation Conundrum | When Everything is Down, The Only Thing Up is Correlations Diversification didn’t just fail in 2022, it's been broken since the Global Financial Crisis 15 years ago. We explore the causes of broad asset class correlation convergence and implications for portfolio construction. February 16, 2023 - Marc Odo