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Understanding Hedged Equity: Protecting Investments in Volatile MarketsUnderstanding Hedged Equity: Protecting Investments in Volatile Markets

Rob Swan highlights the importance of risk management with hedged equity strategies during market volatility.

 

Rob Swan of Swan Global Investments breaks down why a strong emphasis should be placed on risk management within portfolios during market volatility. He explains that hedged equity, akin to insurance for other valuable assets, is a strategy designed to offset potential market declines. While buffered outcome strategies have gained popularity for their reliable performance, Swan's approach, active since 1997, involves using long-term options and active management to maximize opportunities during significant market shifts.

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