ETF Resources & Research

Hedged Equity vs. Bonds Most portfolios assume bonds will cushion stock market losses. But as 2022 demonstrated, that assumption doesn't always hold. This post examines why stock-bond correlation is unreliable — and how HEGD, Swan's hedged equity ETF, uses put options to deliver more consistent downside protection regardless of what interest rates are doing.

Options 101 for Investors Options 101 for Investors is a beginner's guide to options strategies; how they work, why they matter, and how investors can use options strategies.

Observations & Insights Useful for Tackling the Next 25 Years | 25 Years in Hedged Equity We’ll look back over the last 25 years to provide observations and insights that may well serve investors seeking to manage risk today and for decades to come.

The Case for Active Management of Hedged Equity Passive hedged equity can leave portfolios exposed in drawdowns while surrendering much of the upside in rising markets; active management seeks to better balance growth and downside mitigation.

Short-Term vs. Long-Term Hedging | Corrections vs. Bear Markets Learn when you should utilize short-term vs long term hedging strategies and their key differences.

LEAPS: The Benefits of Long-Term Hedging for Long-Term Investors Unpredictable markets can make growing wealth and avoiding life-changing losses difficult. Long-term hedging strategies can benefit long-term investors in several ways: provide durable defense from bear markets, manage risk and offset losses, and create the potential to buy additional equity after major selloffs.

What is a Put Option? What is a Put Option? It's a way to hedge your investment, like hedging your bets. We explore what a put option is, how it works, and why you may want to use a put option. Conventional wisdom suggests that “hedging your bets” is prudent, and you could do so with a put option.

Hedged Equity: For the Best of Times, For the Worst of Times Active hedged equity strategies are a full market cycle solution, serving investors in both bear markets and bull markets, by mitigating major drawdowns while preserving participation in rising markets.

Keep Calm and Hedge What comes to mind when you hear the word “hedge”? Hedge funds? Scandals? High risk? Leverage? Fraud? Hedging gets a bad rap. When the market is volatile, hedging can be a valuable tool for investors to manage risk in their portfolios and help manage their emotions.