Asset managers and ETF strategists from Janus Henderson, J.P. Morgan, Schroders and Global X say options-based ETFs are increasingly being used as core portfolio building blocks, driven by sustained demand for income, changing investor behaviour and a greater willingness to accept structured upside trade-offs.
What is driving the rise of options-based ETFs as core allocations rather than tactical tools? Option overlay strategies have existed for decades, but the ETF wrapper has changed their accessibility and usability - Dan Aronson, Janus Henderson Investors Dan Aronson, Janus Henderson Investors: Option overlay strategies have existed for decades, but the ETF wrapper has changed their accessibility and usability. What we are seeing now is not new demand, but a widening of access — pa