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AIM 07 LEVERED AND INVERSE PRODUCTS

Levered and inverse (Lx) products structured from partially collateralized futures or total rate of return swap positions .

  • Required reading

    • Pessina and Whaley 2021 Levered and inverse funds: Blessing or curse? - FAJ

    • O'Neill and Whaley 2023 Levered and inverse funds: Blessing or curse? - JFM  (pp. 37-39)

    • Baer and Kiernan 20200130 Leveraged-ETF seller urges investors to fight proposed regulation - WSJ

    • Kiernan 20201020 SEC shelves measure to protect investors in leveraged ETFs - WSJ

    • Wursthorn 20201129 Investors pile into risky ETFs during wild market rally - WSJ

    • Tsekova 20220227 Wall Street's risky 'razor blade' trade is making a comeback - Businessweek

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