Author: davidlovell

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...

01.02.2020

The Math Behind Investment Success

Investor eBook: Four math principles for successful goals-based investing. Markets may be driven by fear and greed, but your results...

23.01.2020

Hope for the Best, Prepare for the Worst

Hope is not a strategy. Being prepared starts with understanding black swan events and bear markets, as well as, avoiding...

28.05.2019

Investing Redefined: A Proven Investment Approach for a Changing World

Swan Global Investments - Company brochure providing an overview of our unique, proven goals-based philosophy and strategy.

06.02.2019

Chasing Yield

Since interest rates had been so low for so long, many investors had sought investments with higher yields. This meant...

13.12.2018

Swan Company Brochure - Defined Risk Strategy

Swan Global Investments - Company brochure providing an overview of our unique, proven goals-based philosophy and strategy.

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...

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...

20.09.2018

Duration Matters

Part 3 of 3 - Managing Expectations Series - Learn how the duration of drawdown matters to the Defined Risk...

19.09.2018

The 40 Won't Protect

Will bonds, the 40 in the 60/40, protect as they have in the past? This question is of real concern...