Post COVID-19: Drivers of Volatility and Greatest Risks
Discover the drivers of volatility and the greatest risks in the post-COVID environment and why the Defined Risk Strategy (DRS) offers an approach that may be especially pertinent for investors in times of market uncertainty.
What is Hedged Equity?
Understand hedged equity and how can it help address the two primary concerns investors have: fear of suffering large losses, and the need to not outlive their money.
Why Invest in the Defined Risk Strategy
Discover why the Defined Risk Strategy (DRS) is a distinct hedged equity approach that may be especially pertinent for investors in times of heightened volatility and market uncertainty.
Fed Intervention and Impact on the Economy
The US economy, and much of the developed world as well, is being driven by central bank intervention and stimulus. Randy Swan, founder and lead PM of Swan Global Investments, outlines the implications for capital markets and risks investors face going forward.
Top Concerns for Advisor & Investors
Jamie Atkinson, Head of Distribution and Marc Odo, CFA®, CAIA®, CIPM®, CFP®, Client Portfolio Manager of Swan Global Investments, identify and discuss solutions for the top concerns of both advisors and investors in a low-yield world.
Post COVID-19: The Redefined Investing Landscape
Hear how investors can tackle the challenges today and beyond caused by the redefined investing landscape they now face, from Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments.
Compare Rolling Returns vs Trailing Returns
See why focusing on rolling returns vs trialing returns may help long-term investors better forecast how a strategy may perform in the future and help avoid chasing returns or timing mistakes.
Why Investors Should Care About Global Debt - Intro
Ian Bremmer, President and Founder of Eurasia Group and Marc Odo, Client Portfolio Manager of Swan Global Investments, discuss the looming challenges on the horizon for investors brought about by ever-rising global debt.
The investing landscape has been redefined by persistent central bank intervention, technological and demographic shifts, and a global pandemic. See how investors can redefined how they invest in this redefined world.
What Makes the DRS Different?
Learn what makes the Defined Risk Strategy different from other options-based strategies, from the strategy’s portfolio construction to the distinct Always Invested, Always Hedged approach.
The Pain Index - Redefining Risk Management
While the industry tends to measure investment risk using standard deviation, investors think of risk in terms of loss, or pain. See how the Pain Index may serve as a better measure of risk and help investors and advisors align their perspectives.
Addressing the Behavior in Finance - The Defined Risk Strategy
Sean McCaffrey, Managing Director at Swan Global Investments, discusses how strategies that can smooth returns and protect capital may help investors smooth emotions, avoid mistakes, and improve outcomes.