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Insights

2023 Active Overwrite Commentary – Q2

Read our Q2 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter.  2023 Q2 Active Overwrite Commentary
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2023 Flagship (Index/RA) Commentary – Q2

Read our Q2 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2023 Q2 Flagship (Index/RA) Commentary
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June 2023 Market Recap

The S&P 500® Index returned 8.74% in the second quarter of 2023 with monthly returns of 1.56%, 0.43% and 6.61% for April, May and June, ...
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Cuts Can Hurt

There has been much handwringing about the U.S. Federal Reserve’s (the Fed) persistent efforts to tame inflation and tighten monetary policy by increasing interest rates. ...
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May 2023 Market Recap

The S&P 500® Index returned 0.43% in May, bringing its year-to-date return to 9.65%. Investors were forced to wade through simmering stress within regional banks ...
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