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.
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 ManagerSwan Global Investments
Rob Swan
COO and Portfolio ManagerSwan Global Investments
Tom Lydon
CEOETF Trends
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