Swan Global Investments
Hedged Equity vs. Bonds: Seeking A More Reliable Diversifier for Modern Portfolios
“Diversification” has been the driving principle of investing and risk management for generations. But what does it mean to be “diversified?”
Year-End Repositioning: Navigating Uncertain Markets Priced for Perfection
Join us and the experts at Swan Global for a break down how active options strategies can enhance income, manage downside risk, and provide a strategic edge when repositioning portfolios for an uncertain 2026.
Why advisors are turning to active options strategies
Whether you're seeking smoother client outcomes, more adaptive portfolios, or just more control, this conversation is built for you. Join Swan Global Investments and VettaFi for a deep dive into the value and utilization of active options strategies.
Options 101 for Investors
Understanding How Options Work, Why They Matter, and How Investors Can Use Options
Three Drivers of Covered Call Fund Performance
Assessment and selection of covered call funds is based on criteria like total return, distribution rate (sometimes referred to as yield), and fees.
The Trade-Off in Covered Call Strategies
A fundamental lesson in finance is a security’s price should be the present value of all future cash flows.
The Trade-Off in Covered Call Strategies
A fundamental lesson in finance is a security’s price should be the present value of all future cash flows. Cash flows typically consist of a regular string of dividend payments and an assumed liquidation value at the end of the time horizon.
A Deep Dive into Covered Call ETFs
Covered call strategies have been around for a very long time, but covered call ETFs have recently enjoyed a massive increase in popularity.
How Upside Caps in Buffered ETFs are Determined
The popularity of Buffered ETFs, also referred to as Defined outcome ETFs, has exploded over the last five years. Historically there has been a wide deviation in caps over the years.
It Ain’t Over ’til It’s Over?
As investors have flocked to defined outcome funds or buffered outcome ETFs, certain questions have arisen, principally around buffered ETF performance and pricing.
A Deep Dive into Buffered ETFs
The Defined Outcome investment landscape is rapidly evolving, offering new opportunities for managing risk and return with greater precision.
From Niche to Necessity
With Morningstar’s recent categorization of these funds, having a firm understanding of how they work and how to differentiate them is critical for investors. Join the experts at Swan Global for an educational exploration of options-based investing.
New Year, New Challenges: Navigating Rate Cuts, Higher Yields, Fiscal Policy, and Economic Uncertainty
As we turn the page to a New Year, the environment is increasingly uncertain and unconventional, to say the least. The stock market is pushing new highs while the equity risk premium evaporates. As the Fed returns to a low-rate environment, generating income has become more difficult. Longer-term, structural problems loom over the U.S. economy as no one seems willing to fix the deficit and debt problems.
Hedged Equity: For the Best of Times, For the Worst of Times
The last five years have bombarded investors with a seemingly never-ending array of challenges. Yet despite all these obstacles the S&P 500 is up almost 90% as of this writing.
Hedged Equity: For the Best of Times, for the Worst of Times
Join the experts at Swan Global Investments for an educational webcast on how an active approach to hedged equity can mitigate risk in volatile times and capture growth opportunites.
