Asset class: Multi-Asset

02.11.2021

Labor Pains | Labor Shortages and Equity Market Implications

Labor shortages abound despite available jobs. Explore some drivers of the US labor market woes, impacts on equity markets, and...

29.10.2021

Consequences of Inflation on Stocks

Learn how inflation may affect stock markets and how investors can combat the consequences of inflation.

21.09.2021

What Is a Put Spread Collar?

Explore put spread collar strategies, their drivers of returns, risks, and roles within a portfolio - Part of the Comparing...

19.08.2021

What is a Collar Strategy

Explore collar strategies, their drivers of returns, risks, and roles within a portfolio - Part of the Comparing Hedging and...

12.08.2021

The Importance of Consistency of Returns

Consistency is King, both in Sports and Investing Consistency of returns is an important driver of overall investment results, just...

21.01.2021

What is a Put Option?

What is a Put Option? It's a way to hedge your investment, like hedging your bets. We explore what a...

09.03.2020

The Retirement Multiplier Effect

The Retirement Multiplier Effect Download PDF In two previous blog posts, we discussed the impact of “curveballs” on retirement planning....

01.03.2020

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...

13.02.2020

How to Address Recency Bias with Clients

When investors place greater importance on newer information and discount the value of older information, it can lead to poor...

02.02.2020

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...