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.
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.
Join the experts at Swan Global Investments and learn how you can mitigate risk, generate income, and capture return.
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.
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.
Join the experts at Swan Global Investments and discover options-based solutions that can provide sustainable income for your clients regardless of Fed policy.
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.
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.
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.
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.
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:
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.
In a world of instant updates and daily stock market news, investors often fixate on chasing short-term returns or “beating the market.”
Quick – where were you 25 years ago?
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.
The Federal Reserve signaling a shift in monetary policy is causing a shift in the markets that have run hot on many years of stimulus and low rates.
As investors and financial advisors approach the end of 2021 and consider their annual recalibration of portfolio mix for the coming year, they would be prudent to factor in some difficult economic realities that can no longer be ignored–that will alter stock and bond performance into and well past 2022.
Everyone was eager to put 2020 behind us, yet the Covid hangover lingers.
The last month has been a particularly choppy one for markets, with the CBOE Volatility Index (VIX) spiking more than 80% during October. It’s clear the combination of rising interest rates, mounting trade tensions and looming recession fears are setting in.
