Consider Capital Preservation

This report outlines strategies for investors to lock in gains and implement capital preservation techniques following strong market rallies. It highlights the benefits of using structured strategies to maintain upside exposure while managing downside risks amid persistent geopolitical and cyclical uncertainties.

Key Takeaways

• 1.Capital preservation strategies allow investors to protect against downside risk without sacrificing market participation.
• 2.Recent market rallies in high-performing stocks make this an opportune time to lock in gains and review downside protection.
• 3.Falling implied volatility in major indices improves the appeal and cost-effectiveness of capital preservation strategies.

Table of Contents

• Consider capital preservation
• Locking in gains for transformational innovations
• Derisking while maintaining exposure
• Taking advantage of falling volatility
• Global asset class preferences definitions
• Appendix
• Risk information

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