WEBCASTS

A Dual Dilemma: Combating Low Yields and Equity Risks

The record-setting run in the equity markets has rewarded investors but has also raised an important question: “How much higher can US equities go?”

Meanwhile, bond yields are as pitiful as ever. Yet forward-thinking investors have options to address this “dual dilemma.” In this webcast, Swan Global Investments and ETF Trends will highlight strategies to help investors pursue returns while mitigating risk in a low-yield world.

October 7, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • The drawbacks of traditional risk-managed solutions
  • Current equity and fixed income risks, along with the negative effects of inflation
  • How a hedged equity strategy can address both growth and risk concerns

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®

Client Portfolio Manager
Swan Global Investments

Rob Swan

COO and Portfolio Manager
Swan Global Investments

Tom Lydon

CEO
ETF Trends

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