CEO & CIO, Newfound Research | 🥞 Return Stacked® ETFs | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
🎙 www.flirtingwithmodels.com
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As a category, buffer and defined outcome ETFs have reached upwards of $100bn in AUM.
We can think of these products through the lens of return stacking.
By isolating the options overlay, we can see explicitly what it does, and does not, provide.
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The 10-year Treasury hit 5% and everyone hates bonds.
Can stacking trend on top of bonds may give a way for investors to lock in a very attractive nominal yield while defending against the risks of inflation.
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