Insights

Hedging Strategies in Action: Q4 2024

Hightlights from Q4 2024 earnings calls.

By Isaac Wheeler
, Jordan Wank
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Fourth quarter earnings calls were highlighted by a resounding shift towards strategies that protect against lower rates. Rather than the somewhat even mix we observed in Q3, most of the strategies we reviewed leaned towards protecting against unexpected rate cuts. As we move through Q1, we expect to see a mix in hedging direction and an increased use of options strategies, given the flat curve environment.

Read our complete summary here

Isaac Wheeler
Isaac Wheeler

Isaac Wheeler is Managing Director and Head of Balance Sheet Strategy at Derivative Path, where he helps financial institutions structure and execute hedging transactions. Before joining the firm, Isaac spent five years at MFS Investment Management supporting execution of interest rate, currency and equity derivatives. He also spent time in MFS’s portfolio risk and technology teams. Isaac has a B.A. in Economics from Boston University.

Jordan Wank Headshot
Jordan Wank

Jordan Wank is a Balance Sheet Hedging Associate at Derivative Path, supporting financial institutions in managing interest rate risk and optimizing their balance sheets. Jordan holds a Bachelor's in Economics from the University of Michigan.

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