Topic: Risk Management

07.02.2019

Examining the State of the Union

Although President Trump confidently highlighted the health of the American economy during this week’s State of the Union address, there...

01.02.2019

The Record-Breaking Markets of 2018

The 2018 year had unprecedented actions in the markets. We outline some of the rare and unique market and VIX...

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...

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...

13.08.2018

The State of Fixed Income

Examine the state of fixed income. For a long time, bonds provided both income and protection. With low but rising...

12.07.2018

Keep Calm and Hedge

What comes to mind when you hear the word “hedge”? Hedge funds? Scandals? High risk? Leverage? Fraud? Hedging gets a...

12.04.2018

Picking Your Battles: Corrections vs Bear Markets

Understand and compare the nature of market corrections vs bear markets, analyzes their impacts, and which is more important to...

07.01.2018

Hope for the Best, Prepare for the Worst

White paper — Hope for the Best and Prepare for the Worst (full version) Download White Paper Swan Research —...