Commentary

Maximizing Opportunities in Derivative Income

The derivative income space has grown tremendously over the last five years. Since the end of 2019 there has been a ten-fold increase in assets invested in derivative income ETFs and mutual funds, from $7bn to $73bn.

Commentary

Options for Income

Since the Global Financial Crisis of 2007-09, fixed income investors have suffered the worst of both worlds. For a dozen years they endured the stingiest of yields on their fixed income holdings.

Webinar

Exploring Your Options for Income and Risk Management

Join the experts at Swan Global Investments and learn how you can mitigate risk, generate income, and capture return.

Webinar

Escaping the Devil's Bargain of Income Generation with an Active Approach

Join our discussion to review this research and how a highly active approach may be the antidote to the dilemma, led by Swan Global Investments and O’Shares Investments , hosted by VettaFi’s Todd Rosenbluth.

Commentary

Escaping the Devil’s Bargain

We will explore research concerning passive, covered call income strategies, give an overview of the derivative income category and due diligence considerations, and take a closer look at an ‘active-active’ approach deployed in a new ETF.

Webinar

Seeking Sustainable Income Regardless of Fed Policy

Join the experts at Swan Global Investments and discover options-based solutions that can provide sustainable income for your clients regardless of Fed policy.

Webinar

Does Portfolio Construction Matter?

Join the experts at Swan Global Investments as they unpack this question and explore how to differentiate your practice and fight perceived obsolescence in an evolving industry.

Webinar

LiveCast: Hedged Equities and Why They Matter Amid Uncertainty

2022 did damage to many portfolios, but since then the S&P 500 has rebounded. Still, many questions remain about the trajectory of the market. This is where hedged equities could come into play.

Join the experts at Swan Global Investments for a 30-minute LiveCast exploring hedged equities and how they could find success in a market that could go either way.

Webinar

Smooth Sailing or Storms Ahead?

A hedged equity strategy could be the answer to both these challenges. Join the experts at Swan Global Investments for a webcast unpacking how hedged equities could find success no matter which way the market breaks.

Commentary

Mess Around & Find Out

A cruder version of the above phrase, “Mess Around and Find Out”, has gained popularity in the American vocabulary. Politicians keep messing around with the creditworthiness of the nation’s sovereign debt. On August 1st, they found out.

Webinar

Know Your Alternatives: A User’s Guide for Implementing Alternative Strategies

In 2022, both fixed income and equities stumbled, creating greater focus on alternatives. As market headwinds continue to remain strong, investors are increasingly turning to alternative strategies to increase diversification, address higher rates, and mitigate risk. Join the experts at Swan Global and VettaFi for a webcast that digs into where alternatives can fit in a portfolio.

Topics will include:

  • Assess risks and return possibilities in various non-traditional strategies.
  • A due diligence framework for analyzing alternatives.
  • A portfolio construction primer that explores how alternatives complement each other as well as traditional strategies
Commentary

The Danger Beneath the Surface: How Bad Policy Led to Bank Failures

The Banking emergency arising with mid-sized, regional banks is a direct consequence of policy decisions. Examine the causes of bank failures in 2023 and the potential for larger contagion.

Commentary

Trailing vs Rolling Returns

In a world of instant updates and daily stock market news, investors often fixate on chasing short-term returns or “beating the market.”

Commentary

25 Years in Risk Management

Quick – where were you 25 years ago?

Commentary

Don’t Fight The Tape In 2022 – Hedge The Tape Before It’s Too Late

The 2022 investment year is now well underway and financial advisors and investors would be well advised to not, as the old saying goes, “fight the tape” of what is shaping up to be a difficult year for the stock market.