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Swan Article — Hope for the Best and Prepare for the Worst

Swan Research — Innovative Thought Leadership

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The fall of 2018 marks a decade since the dark­est days of the Finan­cial Cri­sis of 2007-09, and investors remain jus­ti­fi­ably scarred by the calami­ty. The pas­sage of time, how­ev­er, offers the oppor­tu­ni­ty to assess what went wrong and how to avoid repeat­ing past mis­takes.

Intel­li­gent, ratio­nal investors made some mis­steps pri­or to the cri­sis that result­ed in sig­nif­i­cant loss­es of wealth. Many of the mis­steps are a result of pop­u­lar mis­con­cep­tions regard­ing major mar­ket events, diver­si­fi­ca­tion, and risk.

Unfor­tu­nate­ly, many years lat­er, these mis­con­cep­tions still lay at the foun­da­tion of port­fo­lio con­struc­tion and expec­ta­tions. Iden­ti­fy­ing and under­stand­ing these mis­con­cep­tions can help rede­fine port­fo­lio con­struc­tion and risk man­age­ment, so investors can be bet­ter pre­pared for the next major mar­ket event.

 

 

 

By |2018-10-09T16:19:16+00:00January 7th, 2015|Research|Comments Off on Hope for the Best, Prepare for the Worst