In the 2022 ‘Everything Bear Market’ diversification failed investors when they needed it most, leaving them to search for new answers to mitigate risk.
Now heightened market volatility, spurred by bank failures, yield curve inversion, and sticky inflation has investors understandable nervous—even to the point of reconsidering their financial plan.
Join the conversation with TIFIN and Swan Global Investments as they dig into how diversification has failed investors for decades, not just in 2022, and how to navigate this uncertain market.
Topics covered in this webinar include:
- The ‘Correlation Conundrum’ & breakdown of diversification;
- The source of rising correlations on portfolio construction; and
- How hedged equity can help by combining inversely correlated components to seek while mitigating risk.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Sharon French - Moderator
President, Asset Management
TIFIN
Rob Swan
Portfolio Manager, COO
Swan Global Investments
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
Client Portfolio Manager
Swan Global Investments
