Swan Global Investments

As we turn the page to a New Year, the environment is increasingly uncertain and unconventional, to say the least. The stock market is pushing new highs while the equity risk premium evaporates. As the Fed returns to a low-rate environment, generating income has become more difficult. Longer-term, structural problems loom over the U.S. economy as no one seems willing to fix the deficit and debt problems.

The last five years have bombarded investors with a seemingly never-ending array of challenges. Yet despite all these obstacles the S&P 500 is up almost 90% as of this writing.

Join the experts at Swan Global Investments for an educational webcast on how an active approach to hedged equity can mitigate risk in volatile times and capture growth opportunites.

What is interesting about the growth of hedged equity is that most of the assets are held in passively managed structures.

The derivative income space has grown tremendously over the last five years. Since the end of 2019 there has been a ten-fold increase in assets invested in derivative income ETFs and mutual funds, from $7bn to $73bn.

Since the Global Financial Crisis of 2007-09, fixed income investors have suffered the worst of both worlds. For a dozen years they endured the stingiest of yields on their fixed income holdings.

Join the experts at Swan Global Investments and learn how you can mitigate risk, generate income, and capture return.

Join our discussion to review this research and how a highly active approach may be the antidote to the dilemma, led by Swan Global Investments and O’Shares Investments , hosted by VettaFi’s Todd Rosenbluth.

We will explore research concerning passive, covered call income strategies, give an overview of the derivative income category and due diligence considerations, and take a closer look at an ‘active-active’ approach deployed in a new ETF.

Join the experts at Swan Global Investments and discover options-based solutions that can provide sustainable income for your clients regardless of Fed policy.

Join the experts at Swan Global Investments as they unpack this question and explore how to differentiate your practice and fight perceived obsolescence in an evolving industry.

2022 did damage to many portfolios, but since then the S&P 500 has rebounded. Still, many questions remain about the trajectory of the market. This is where hedged equities could come into play.

Join the experts at Swan Global Investments for a 30-minute LiveCast exploring hedged equities and how they could find success in a market that could go either way.

A hedged equity strategy could be the answer to both these challenges. Join the experts at Swan Global Investments for a webcast unpacking how hedged equities could find success no matter which way the market breaks.

A cruder version of the above phrase, “Mess Around and Find Out”, has gained popularity in the American vocabulary. Politicians keep messing around with the creditworthiness of the nation’s sovereign debt. On August 1st, they found out.

In 2022, both fixed income and equities stumbled, creating greater focus on alternatives. As market headwinds continue to remain strong, investors are increasingly turning to alternative strategies to increase diversification, address higher rates, and mitigate risk. Join the experts at Swan Global and VettaFi for a webcast that digs into where alternatives can fit in a portfolio.

Topics will include:

• Assess risks and return possibilities in various non-traditional strategies.
• A due diligence framework for analyzing alternatives.
• A portfolio construction primer that explores how alternatives complement each other as well as traditional strategies