rising interest rates
When rates rise, traditional fixed-income investments decline in value. Our solutions have less sensitivity to interest rate movements than investment grade bonds, while seeking a similar volatility profile to that of a diversified bond portfolio.*
With global uncertainty likely to persist, equity market volatility could continue for some time. Our solutions may provide diversification properties to help manage equity market volatility.*
Foreign currency can have a meaningful positive or negative effect on a portfolio's performance, depending on the movement of the local currency vs. the U.S. dollar. Given the unpredictability of currency movements, our 50% hedged solutions may offer a prudent approach to managing currency risk.*
- Flyer: Managing Volatility with ETFs
- Flyer: You don't have to make a currency call
- Flyer: IQ 50% Currency Hedged ETFs overview
- White paper: The case for 50% currency hedge position in international portfolios
- Video: The case for 50% currency hedge
- Don't Let Currencies Bite You When Investing in International Equities
- View our entire lineup of "Smart solutions for better portfolios"
Generating income in a low interest rate environment has been challenging for investors. With rates expected to rise, there are additional concerns to consider when seeking income strategies. Our solution may provide a diversified source of income, with the potential for capital appreciation.*
Given the significant volatility in oil prices and natural resources, investors may want to consider positioning for a potential rebound. Commodities have historically been cyclical in nature and our solutions have the potential to provide investors with unique alpha-generating opportunities.*
*There can be no guarantee that strategies will be successful or investment objectives will be met. Diversification cannot assure a profit or protect against loss in a declining market.
Alpha - A measure of performance on a risk-adjusted basis.
Commodities - A basic good used in commerce that is interchangeable with other commodities of the same type.