This Investment Fund, Once $3.5 Billion, Was Designed To Combat Inflation. How Could It Be Losing The Battle?

  • 📰 Forbes
  • ⏱ Reading Time:
  • 26 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 14%
  • Publisher: 53%

United States News News

United States United States Latest News,United States United States Headlines

Nancy Davis’ hedge against rising prices, celebrated when it launched in 2019, has yet to hit the jackpot, even with historic inflation, due to freakish circumstances in the debt market.

. IVOL is a chimera, a lion with a goat’s head sticking out of its back. Most of its assets are held in a bond ETF that any mom or pop can buy. The rest of the money goes to options bets that are off limits to even many professional asset managers because of the sophisticated ways they offer investors of losing their shirts. It’s the options, however, that make IVOL unique and what could, if inflation expectations rise sharply and quickly enough, provide a windfall.

– are the same assets held in a Charles Schwab TIPS ETF. Schwab’s fee: 0.04% per year, or 25 times less than IVOL.that IVOL was “crazy cheap for what we do” and that one of her clients called it “the Vanguard of convexity.” She also suggested a more apt comparison would be to actively managed mutual funds with similar objectives.

IVOL’s options make money as the yield on the 10-year outpaces that of the 2. History suggests the gap should be wider than it is today. Instead, the spread has narrowed.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.

Stocks that represent real assets do ok(a small positive expected real return) in periods of high inflation, but price volatility can get extreme.

lol accept false premise, be confused by logical outcome

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 394. in US

United States United States Latest News, United States United States Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Scholz to announce fresh investment in the Amazon Fund, says Brazil diplomatGerman Chancellor Olaf Scholz will announce a fresh investment of 31 million euros ($33.7 million) in the multilateral Amazon Fund, a Brazilian diplomat said on Friday, ahead of the European leader's official visit to Brasilia on Monday.
Source: ReutersScience - 🏆 559. / 51 Read more »

Lucid spikes 98% on speculation Saudi investment fund may buy out remaining stake - AutoblogSaudi Arabia's Public Investment Fund currently owns 65% of Lucid, and has not confirmed if it will buy the remaining shares. Would be a good move for the Saudi’s.
Source: therealautoblog - 🏆 528. / 51 Read more »