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Parametric Hedged Equity ETF

PHEQ invests in individual US large-cap stocks while utilizing a laddered options strategy to mitigate losses. The option strategy caps the potential upside participation.

Rate cuts may prove a boon for fixed income this fall, but potential economic weakening creates a challenged outlook for equities. While the Fed seeks to navigate a soft landing for the economy, positioning portfolios defensively could provide some investor peace of mind.

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The Vanguard S&P 500 ETF (VOO), was up 14% as of July 26, near its all-time high. With four months to go, VOO has already set a new calendar year record with $51 billion of net inflows.

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Options strategies remain a popular choice with advisors and investors for the benefits they bring to portfolios. For those seeking to enhance their equity allocations, Parametric and Morgan Stanley Investment Management offer two ETFs with differing options strategies and outcomes.

2 Options Strategies to Augment Your Equity Portfolio

Earnings misses and hopes of a September rate cut saw many investors dropping large-cap tech stocks in favor of their small-cap counterparts. Those investors looking to hedge against potential losses in large-caps should consider the Parametric Hedged Equity ETF (PHEQ).

Hedge Your Large-Cap Exposure With PHEQ

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The economic resilience in the face of an aggressive Fed rate-hiking cycle began to show widening cracks in the second quarter. Investors concerned about economic slowing, stagflation, or recession can find defensive opportunities across a variety of strategies.

Worried About the Economy? 3 ETFs for Defensive Positioning

Are investors starting to get cold feet waiting out interest rate issues? The Dow dropped more than 300 points Wednesday as further Fed comments suggested that higher for longer is as serious as it sounds.

Ride Out Interest Rate Nerves With Hedged Equity ETF PHEQ

The Fed's back and forth on cuts has been “the” story dominating markets so far this year. Over the last few weeks, however, the “multiple cut” narrative has lost steam.

As Fed Uncertainty Brews, Look to Hedged Equity ETF PHEQ

Volatility continues to create churn in April markets as interest rate uncertainty rises. For investors looking to capture equity exposure with an eye to volatility, the Parametric Hedged Equity ETF (PHEQ) is worth consideration.

Invest in Equities While Mitigating Volatility With PHEQ

While many traders anticipate rate cuts from the Federal Reserve to begin in June, some rising concerns could push back the Fed's timetable. Core inflation numbers are not dropping as much as previously predicted.

In Uncertain Markets, Consider Hedged Equity

ETF development reached new heights in 2023, with active strategies in particular taking a big leap forward. Active's flagship year in 2023 saw active funds pick up big flows, but also set off a ton of new active product development.

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Options-selling ETFs have garnered significant interest from investors over the past few years. Investors have increasingly looked to ETFs using options to enhance performance.

How Options-Selling ETFs Can Enhance Performance

U.S. markets delivered attractive returns in January, but global economic uncertainty remains a key theme for the year. The macroeconomic situation is expected to remain difficult and uncertain throughout 2024, with widespread uncertainty around interest rates, elections, and changing policy, and the possibility of a recession.

This Hedged Equity ETF Is Well Positioned During Uncertainty

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Morgan Stanley Investment Management's lineup of ETFs has grown to over half a billion dollars in assets since their launch last year. The firm entered the ETF space one year ago with the launch of six Calvert ETFs.

Morgan Stanley Investment Management's Calvert ETFs Turn 1

Advisors often look to an equity income ETF during periods of uncertainty. With widespread uncertainty around interest rates, elections and changing policy, and the possibility of a recession, the stability offered by equity income funds may look particularly attractive right now.

Why Parametric's Equity Income ETF Looks Compelling

U.S. markets are looking good early in 2024, with the S&P 500 up 23% for the year ended January 5. While large-cap stocks are looking strong these days, industry observers don't think we're out of the woods just yet when it comes to a potential downturn.

Hedge Your Large-Cap Bets With PHEQ

Morgan Stanley Investment Management listed five new active ETFs on NYSE Arca. The ETFs span asset classes and include one Parametric alternative income strategy, one Parametric hedged equity strategy, and three Eaton Vance fixed income strategies.

News for Parametric Hedged Equity ETF ETF (PHEQ)