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News 2017-08-08T12:04:24+00:00
  • World Money Globe | Foreign Developed Blog | Swan Global Investments

As the World Turns: Applying the DRS to Foreign Developed Markets

August 17th, 2017|Com­ments Off on As the World Turns: Apply­ing the DRS to For­eign Devel­oped Mar­kets

As the World Turns: Apply­ing the DRS to For­eign Devel­oped Mar­kets Down­load PDF     The World Spins Mad­ly On Let’s turn back the cal­en­dar a […]

  • Premium Collection in a Low Volatility Environment | Mind the Gap Blog Post | Swan Global Investments

Mind the Gap: Premium Collection in a Low Volatility Environment

August 1st, 2017|Com­ments Off on Mind the Gap: Pre­mi­um Col­lec­tion in a Low Volatil­i­ty Envi­ron­ment

Volatil­i­ty lev­els, com­mon­ly mea­sured by the VIX or ‘fear gauge’, are near all-time lows. How does this affect option pre­mi­um col­lec­tion trades? Can they work in such an envi­ron­ment? We explore all of that and more in this detailed post.

  • Active vs. Passive Blog | Swan Global Investments

Active vs. Passive? It Doesn’t Matter.

July 18th, 2017|Com­ments Off on Active vs. Pas­sive? It Doesn’t Mat­ter.

The debate over Active vs. Pas­sive invest­ment man­age­ment has been rag­ing for some time, but does it miss the point? We explore how focus­ing on one or the oth­er type of approach fails to address the ele­phant in the room that ulti­mate­ly plagues investors: sys­tem­at­ic risk.

  • Swan - Celebrating 20yrs of the Defined Risk Strategy

Reflecting on a 20-Year Track Record of Defining Risk

July 11th, 2017|Com­ments Off on Reflect­ing on a 20-Year Track Record of Defin­ing Risk

Reflect­ing on a 20-Year Track Record of Defin­ing Risk Down­load PDF   20/20 Vision Quick — […]

  • Greek Lessons: Gamma | Swan Global Investments

Greek Lessons: Gamma Explained

July 6th, 2017|Com­ments Off on Greek Lessons: Gam­ma Explained

Greek Lessons: Gam­ma Explained Down­load PDF   The last of the “Big 5” Greeks we will […]

  • The DRS as a Distribution Vehicle 2 - Where the DRS Fits

Fixing Fixed Income: Systematic Withdrawals

June 29th, 2017|Com­ments Off on Fix­ing Fixed Income: Sys­tem­at­ic With­drawals

Low yields make gen­er­at­ing income in retire­ment more dif­fi­cult. How­ev­er, an invest­ment strat­e­gy that can min­i­mize large loss­es and gen­er­ate con­sis­tent returns over mar­ket cycles may sus­tain sys­tem­at­ic with­drawals. See how the DRS can serve as a source of retire­ment cash flow.

  • The DRS as a Distribution Vehicle 1 - Where the DRS Fits

Does Fixed Income Need Fixing?

June 22nd, 2017|Com­ments Off on Does Fixed Income Need Fix­ing?

Tra­di­tion­al­ly, bonds have played two roles with­in a port­fo­lio: income and cap­i­tal preser­va­tion. How­ev­er, the world­wide “new nor­mal” mon­e­tary pol­i­cy of ultra-low or even neg­a­tive inter­est rates and mas­sive liq­uid­i­ty injec­tions into the finan­cial sys­tem has parched savers of yield (income). So, is ‘fixed income’ bro­ken? Does it need fix­ing?

  • DRS as a Core Equity Solution - Where the DRS Fits Blog

Where the DRS Fits: The Case for the DRS as a Core Equity Solution

June 5th, 2017|Com­ments Off on Where the DRS Fits: The Case for the DRS as a Core Equi­ty Solu­tion

Where the DRS Fits: The Case for the DRS as a Core Equi­ty Solu­tion Down­load PDF […]

  • Whole Portfolio Pie

Where the DRS Fits: The Case for the DRS as a Total Portfolio Solution

May 26th, 2017|Com­ments Off on Where the DRS Fits: The Case for the DRS as a Total Port­fo­lio Solu­tion

This post con­tin­ues the ‘Where the DRS Fits’ series, explor­ing how the Swan DRS can serve as a total port­fo­lio solu­tion, as designed by founder Randy Swan.

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