A New Short Weapon in the Advisor's Arsenal

My piece today for the Wall Street Journal looks at a new product that may be just what financial advisors have been looking for in terms of adding the proper short exposure to their clients’ portfolios:

The holy grail for financial advisers is the ability to put sophisticated strategies to work for clients in a simple wrapper — a wrapper that can be unwrapped easily and in a cost-efficient manner to boot.

Unfortunately, this type of solution has been tough to come by on the short side.  Those in pursuit of an effective hedging strategy for their portfolio construction have had access to only the following six options:

Read the Rest…

Rent-a-Bear? (WSJ)

 

 

 

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