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.

Quick – where were you 25 years ago?

The following are some commonly asked questions and concerns I’ve heard from advisors about 401Ks, target-date funds and retirement.