“Irrational Exuberance” Revisited

 

Today, the equity markets are displaying many of the same worrying traits that Shiller identified in 2000. Examine which factors that drove “irrational exuberance’ 22 years ago are still relevant today and identify new risk investors need to consider.

What is Hedged Equity?

Learn about an increasingly popular investment approach distinctly suited to help investors remain invested while managing risk.

The Dual Dilemma

The risks to capital in equities and fixed income have rarely been higher.

U.S. equity valuations are so high, while yields are so low.

From Bleak To Dire

The Outlook For Bonds In The Wake Of COVID-19

Navigating Bond Risks Threatening Traditional Portfolio Construction

Know What You Own

White Paper

Understanding the Options-Based Category

Math Matters

Popular White Paper

Help your clients understand the 4 Basic Math Concepts that Drive Investment Returns

Latest Resources

 

Review the latest research, insights, and commentary from the Swan portfolio management team.

Our proven investment process is distinctly Aways Invested, Always Hedged.

Access the Defined Risk Strategy through multiple investment solutions.

See how the DRS has redefined the risk/return profile of equity investing.

Meet the investment management team behind the Defined Risk Strategy.

 

Investing Redefined®

Markets tend to go up over time,
so we’re ALWAYS INVESTED.

Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.

Always Invested, Always Hedged

A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.

Swan in the News

Insights & Thought Leadership

A Message from Founder, Randy Swan

Randy Swan discusses how the Defined Risk Strategy is designed to directly address market risk in order to help advisors build portfolios that generate consistent returns while protecting capital through market cycles.

Meet Swan Global Investments

Learn more about the Swan Investment Management team and the unique design of the Defined Risk Strategy.

MEET OUR TEAM