Asset class: Multi-Asset

14.03.2019

Ten Years of Bull

March 9th marked the 10-year anniversary of the bull market following the Global Financial Crisis. The S&P 500 bottomed at...

28.02.2019

Taking the Long View

The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent...

01.02.2019

The Record-Breaking Markets of 2018

The 2018 year had unprecedented actions in the markets. We outline some of the rare and unique market and VIX...

14.11.2018

Swan Quarterly Newsletter

"The Good, The Bad, and The Ugly" - Review the latest issue of the Swan Quarterly Newsletter containing commentary and...

18.10.2018

Pain Index - Better Measure of Risk

At Swan Global Investments, we use the Pain Index to measure risk. We're seeking to redefine the conversation about risk...

04.10.2018

Fiduciary Insanity?

How has portfolio construction changed since the Global Financial Crisis? You may be surprised to learn how little the allocations...

25.09.2018

Managing Expectations

Better understand the likely future performance of the Swan Defined Risk Strategy through analysis of various historical scenarios and market...

13.08.2018

The Defined Risk Strategy as a Systematic Withdrawal Solution

This post continues the ‘Where the DRS Fits’ series, exploring how the Swan DRS, designed to preserve capital and generate...

06.08.2018

The Defined Risk Strategy as a Total Portfolio Solution

This post continues the ‘Where the DRS Fits’ series, exploring how the Swan DRS can serve as a total portfolio...

06.08.2018

How Much DRS is Enough?

This post continues the ‘Where the DRS Fits’ series, part 1 of 4, exploring how much of the Swan Defined...