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.
- Insights & More -
Insights & Thought Leadership
Danger Beneath the Surface: How Bad Policy Led to Bank Failures in
The emergency situation in which many small and regional banks find themselves is a direct consequence of bad policy. Examine the causes of historic 2023 bank failures and potential for large financial contagion.
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.
Randy Swan discusses how the Defined Risk Strategy is designed to directly address market risk in order to help institutions build portfolios that generate consistent returns while mitigating risk through market cycles.