Will bonds be able to perform its dual role of providing income and capital preservation in investors' portfolios?
There are numerous risks working against treasuries, corporates, and high yield/collateral loan obligations that pose tremendous challenges to their traditional roles of income and capital preservation and their reputation of being safe investments.
With the fiscal outlook looking grim, advisors and investors may need to rethink their dependence on bonds for portfolio protection in the long run.
Marc Odo - Swan Global Investments

Marc Odo, CFA®, CAIA®, CIPM®, CFP®

Client Portfolio Manager

Marc 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.

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