Authors: Marc Odo

13.05.2021

The Dire Outlook for Bonds 2021

Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond...

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

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...

29.12.2020

Reading the Tea Leaves with Options Market Indicators

When markets are uncertain, you can look to these measures to identify how much uncertainty there is (VIX), where the...

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...

22.04.2020

Does Fixed Income Need Fixing? The DRS as a Capital Preservation Solution

Traditionally, bonds have played two roles within a portfolio: income and capital preservation. However, the worldwide “new normal” monetary policy...

09.03.2020

The Retirement Multiplier Effect

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

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...