webinars

Replay: The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) FAQ with Portfolio Manager, Nancy Davis

Tuesday, March 2nd
11:00am - 12:00pm EST

For institutional investor use only. Not for retail distribution.

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Event Details:

The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) FAQ with Portfolio Manager, Nancy Davis:
Tuesday, March 2nd
11:00am - 12:00pm EST

Please join us on Tuesday, March 2nd at 11 am EST for a live webinar with Nancy Davis, the Founder of Quadratic and Portfolio Manager for the IVOL ETF.

The Quadratic Interest Rate Volatility and Inflation Hedge ETF is a fixed income ETF that seeks to hedge relative interest rate movements, whether these movements arise from falling short-term interest rates or rising long-term interest rates, and to benefit from market stress when fixed income volatility increases, while providing the potential for enhanced inflation-protected income.

IVOL is designed to capture inflation expectations in a way that may not be replicable through investing in TIPS alone. TIPS are long duration and reset their principal amounts based on CPI of which the single biggest component – roughly one-third of the entire measure - is the cost of shelter, for which it largely uses rent as a proxy. Given the disproportionate impact on renters during the pandemic and ongoing rental market imbalances, we believe that decelerating rent inflation may weigh on CPI inflation.

With the Fed’s new strategy of flexible inflation targeting (AIT), additional fiscal spending, and the Federal Open Market Committee (FOMC) target for short term rates to remain near the lower bound until 2023, we believe there may be more normalization in 2021 as the vaccine distribution is now underway globally.