Author: davidlovell

22.08.2018

Magnitude Matters

Part 2 of 3 - Managing Expectations Series - Learn how the magnitude (severity) of a drawdown matters to the...

13.08.2018

The State of Fixed Income

Examine the state of fixed income. For a long time, bonds provided both income and protection. With low but rising...

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...

26.07.2018

Speed Matters

Part 1 of 3 - Managing Expectations Series - Learn how the speed of a drawdown matters to the 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...

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...

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...

26.09.2016

The Retirement Conundrum: Untying the Gordian Knot

Examine how the individual components of the typical 60/40 portfolio and target date funds are ill-positioned to get investors 'to...

25.09.2016

Diversifying with the Defined Risk Strategy

By now the arguments for and against picking stocks and indexing are well documented. At Swan Global Investments, our take...