Topic: Risk Management

19.08.2020

Marc’s Market Insights: Preparing Portfolios for Uncertainty

As uncertainty persists surrounding the pandemic relief package, trade tensions and the upcoming election, investors would not be wise to...

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...

18.02.2020

Timing Is Everything—Or Is It?

It’s often said that “timing is everything.” Or is it? Investment outcomes are impacted by timing, like when to enter...

13.02.2020

How to Address Recency Bias with Clients

When investors place greater importance on newer information and discount the value of older information, it can lead to poor...

02.02.2020

Taking the Long View

The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent...

01.02.2020

The Math Behind Investment Success

Investor eBook: Four math principles for successful goals-based investing. Markets may be driven by fear and greed, but your results...

23.01.2020

Hope for the Best, Prepare for the Worst

Hope is not a strategy. Being prepared starts with understanding black swan events and bear markets, as well as, avoiding...

21.11.2019

Putting Brexit in Perspective

Much of the volatility that permeated across markets in 2016 when Brexit was introduced ultimately proved fleeting. In many respects,...

14.11.2019

The Dangers in High Yield Bonds and Collateralized Loan Obligations (CLOs)

The massive issuance of leveraged loan products and the looser lending standards have increased the risk of high yield bonds...