Asset class: Multi-Asset

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...

12.07.2018

Keep Calm and Hedge

What comes to mind when you hear the word “hedge”? Hedge funds? Scandals? High risk? Leverage? Fraud? Hedging gets a...

04.06.2018

The Target Return Band

What Return Are You Targeting? Are you focused on a 1yr, 3yr, 5yr return versus some benchmark? Is that best...

12.04.2018

Picking Your Battles: Corrections vs Bear Markets

Understand and compare the nature of market corrections vs bear markets, analyzes their impacts, and which is more important to...

15.02.2018

Where Is the Volatility?

Where Is the Volatility? Examining the current low volatility environment with all of the volatile political events, happening domestically and...

02.11.2017

How Smart Is Smart Beta?

How Smart Is Smart Beta? Download Here Exploring the Evolution of Smart Beta In a recent blog post, we made...

26.10.2017

Active vs Passive — Losing the Forest for the Trees

The active vs. passive debate rages on, but at Swan Global Investments, our take is a bit different. Active or...

12.10.2017

Walking the Line: Linear Regressions of Active vs Passive Funds

How Smart Is Smart Beta? Download Here Exploring the Evolution of Smart Beta In a recent blog post, we made...