Authors: Marc Odo

16.05.2019

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...

10.04.2019

The Retirement Multiplier Effect

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

28.03.2019

Harnessing the Power of the Rule of 72

If an investment can consistently return 7.2% rate of return, investors may not need to chase returns in riskier investments...

14.03.2019

Ten Years of Bull

March 9th marked the 10-year anniversary of the bull market following the Global Financial Crisis. The S&P 500 bottomed at...

06.12.2018

Chasing Yield

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

18.10.2018

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...

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...

25.09.2018

Managing Expectations

Better understand the likely future performance of the Swan Defined Risk Strategy through analysis of various historical scenarios and market...

20.09.2018

Duration Matters

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

06.09.2018

The 40 Don't Protect

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