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April 25, 2021
As equity markets get their mojo back and yields remain stubbornly low, investors are faced with the dual challenge of doing more with less. But this doesn’t mean they have to miss out.
In the upcoming webcast,
Don’t Lose Sleep! Hedged Equity for a Restful Portfolio, Marc Odo, Client Portfolio Manager, Swan Global Investments; and Jamie Atkinson, Managing Director – Head of Global Sales, Swan Global Investments, will examine current market risks and outline a hedged market strategy that helps advisors stay fully invested with less downside risk.
Specifically, the recently launched
Swan Hedged Equity U.S. Large-Cap ETF (HEGD) aims to address long-term investors’ need for capital appreciation while hedging against the risks and volatility associated with today’s often unsteady markets. This differentiated solution combines the benefits of the low-cost ETF investment structure with an actively managed hedging strategy.
Redefining Behavioral Finance
Despite the countless articles, research studies, and books published on behavioral finance and its impact on financial advice, very few writings provide actionable insights for how to incorporate these concepts into client relationships or the fundamentals of investing. We identified three reasons why in a previous post.
Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors.
As a result, advisors are left with interesting anecdotes or pop-psychology musings when what is really needed is a multi-step solution of coaching, investment selection, and repeated communication to fully address the ingrained instincts that drive “irrational” investor behavior.
2020 is over.
The turbulent events of 2020 – mainly, the arrival of the coronavirus pandemic that abruptly shut down and redefined the world as we knew it – proved that market-moving events can be unexpected and incredibly damaging. In March, when people across the U.S. were forced to retreat to the safety of their own homes, markets collapsed and investors feared the worst.
Yet while 2020 is in the rearview mirror, many of its challenges remain. The stock market has clearly recovered, however, the national economy is still in disarray and the pandemic continues to rage on.
Here’s a look back at the year that was and the lessons we learned along the way:
January 13, 2021
If there’s anything we’ve learned from 2020, it’s that market risk can strike quickly and dramatically. An effective risk-managed strategy can help a diversified investment portfolio better adapt to quick turns in the market. But how can you stay invested while mitigating risk of the unknowns?
In the upcoming webcast,
Reduce Market Downside Risk with a New Approach to Hedge Equity Portfolios, Marc Odo, Client Portfolio Manager, Swan Global Investments; and Jamie Atkinson, Managing Director, Head of Global Sales, Swan Global Investments, will outline how incorporating hedged equity into a portfolio may help your clients mitigate tail risk while seeking upside market participation.