Swan Global Investments

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

The Banking emergency arising with mid-sized, regional banks is a direct consequence of policy decisions. Examine the causes of bank failures in 2023 and the potential for larger contagion.

In a world of instant updates and daily stock market news, investors often fixate on chasing short-term returns or “beating the market.”

Quick – where were you 25 years ago?

The 2022 investment year is now well underway and financial advisors and investors would be well advised to not, as the old saying goes, “fight the tape” of what is shaping up to be a difficult year for the stock market.

The Federal Reserve signaling a shift in monetary policy is causing a shift in the markets that have run hot on many years of stimulus and low rates.

As investors and financial advisors approach the end of 2021 and consider their annual recalibration of portfolio mix for the coming year, they would be prudent to factor in some difficult economic realities that can no longer be ignored–that will alter stock and bond performance into and well past 2022.

Everyone was eager to put 2020 behind us, yet the Covid hangover lingers.

The last month has been a particularly choppy one for markets, with the CBOE Volatility Index (VIX) spiking more than 80% during October. It’s clear the combination of rising interest rates, mounting trade tensions and looming recession fears are setting in.