Asset class: U.S Large Cap

22.11.2022

You Can't Fight the Fed - One Constant in a World of Change

The Fed was finally forced to reverse course after inflation rocketed to levels not seen since the early 1980’s. Given...

29.03.2021

Party Like It’s 1999 - Assessing the Current Market Conditions

The market seems to be in a 'Party Like It's 1999' phase, a year after COVID-19 outbreak, with indices near...

01.03.2021

Swan DRS Prime SMA 1-Page Brochure

1-Page Brochure for the Defined Risk Strategy US Large Cap Prime Strategy. Review the process, performance and risk/return metrics of...

01.03.2021

Swan DRS Growth SMA 1-Page Brochure

1-Page Brochure for the Defined Risk Strategy US Large Cap Growth Composite. Review the process, performance and risk/return metrics of...

01.03.2021

Marc’s Market Insights: Retail Investor Frenzy, Speculative Bubbles and Falling Bond Prices

A new wave of retail investor frenzy drives speculative bubbles in single stocks but triggers larger conversation about market dynamics...

08.12.2020

The Growing Disconnect Between the Markets and Economy

As the market pushes ever higher and the virus continues to spur shut-downs and on-going economic stress, we analyze the...

03.11.2020

Stimulus Stalled, An Antitrust Storm and More Market Turbulence

Election day is today, and as we await the outcome, investors should expect more turbulence in the markets and protect...

30.09.2020

Historic Volatility, Election Uncertainty and The Fed’s Dilemma

With the potential of a “lost decade” for returns, long-term investors would be wise to prepare their portfolios with risk-managed...

18.02.2020

Timing Is Everything—Or Is It?

It’s often said that “timing is everything.” Or is it? Investment outcomes are impacted by timing, like when to enter...

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...