The Bleak Future of Bonds: How Bond Risks Threaten Traditional Portfolio Construction – Swan Global Investments – 10.25.19

Summary:

Now On Demand.

For decades bonds have played a dual role in most investor portfolios: providing income and capital preservation. However, the tailwinds that have produced strong absolute and risk adjusted returns for bonds may be coming to an end. In this webcast, Marc Odo, CFA^®, CAIA^®, CIPM^®, CFP^® of Swan Global Investments, unpacks the following:

• The numerous risks and conditions working against treasuries, corporates, and high yield/collateral loan obligations.
• How these risks challenge bonds’ traditional roles of income and capital preservation.
• Why the fiscal outlook is setting up a bleak future for bonds.
• How hedged equity may be a surrogate for bonds.

Speaker:

Marc Odo, CFA^®, CAIA^®, CIPM^®, CFP^® is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.

Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.