Navigating Uncertainty: How Covered Call and Treasury ETFs Source Income and Help Manage Volatility – Global X ETFs – 4.24.25

Summary:

On Demand CE

U.S. Markets experienced progressively rising volatility during the first quarter of 2025, culminating in the largest spike on the Cboe Volatility Index (VIX) since the COVID-19 pandemic. High volatility environments like these can often be fleeting. However, looking forward, uncertainty surrounding the potential for domestic inflation, consumer spending, and international trade have the potential to keep the choppy backdrop intact.

Amidst such an environment, allocations toward funds that grant exposure to the treasury market, or equity option overlays like covered calls, can represent a way to pursue income and mitigate volatility across a broader portfolio. Join us for a discussion about ETFs that have democratized these assets for seamless access, and learn about the opportunities that may help support portfolio returns over the balance of 2025, and beyond.

Accepted for 1 CFP/ IWI / CFA CE Credit

Speakers:

After joining Global X in 2023 as an Options Research Analyst, Robert now leads the broader Income arm of the research team headlined by its covered call suite, preferred stock, and master limited partnership products (MLPs). Prior to his arrival, he worked as an equity research analyst and chief editor at Value Line, an independent research provider, where his primary coverage focused on the Aerospace & Defense, Information Services, and Semiconductor sectors. While employed there, Robert also led Value Line’s Options Research Team. He earned his BA and MBA from Adelphi University with concentrations in Business Management and Marketing, respectively.

Jason joined Global X in August of 2023 as a Product Strategist, where he has broad exposure to the firm’s ETFs. In particular, he works closely with the sales team to create internal and client-facing research content focusing on attribution, product characteristics, index methodologies, and product comparisons. Before joining Global X, Jason worked at Schroders on the subadvised client team. Prior to that, he worked in wealth management at a Kansas-based private wealth firm. Jason earned his BS in Finance from the University of Kansas and is a Chartered Financial Analyst.