Swan Webcasts

New Year, New Challenges:

Navigating Rate Cuts, Higher Yields, Fiscal Policy, and Economic Uncertainty

Hosted by VettaFi

With Swan Speakers:

Rob Swan – COO, Portfolio Manager – Swan Global Investments

Marc Odo – Client Portfolio Manager – 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.

Portfolio Managers from Swan Global Investments share potential solutions to 2025’s challenges.