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Time to Dust Off the Defensive Playbook?

October 2018
By Ted Lucas, Head of Investment Strategies and Solutions for Hartford Funds

While investors are celebrating the longest-running bull market in history, experience tells us that good times don’t last forever.

Perhaps in a hypothetical not so distant future and with the benefit of hindsight, Ted Lucas pauses to reflect on the end of the bull market’s record setting run. He also offers three defensive strategies you can consider now while things are still good.


Looking back, perhaps it should have been obvious.

At the start of 2018, stock indexes were flirting with historical highs after increasing in value by a multiple of lows set in early 2009.1 In the aftermath of the financial crisis, the rocket ride commenced with deflated valuations and collapsed corporate earnings and profit margins following the financial crisis, and then was fueled by close to a decade worth of negative real interest rates and massive asset purchases by central banks worldwide.

Ted Lucas
Head of Investment Strategies and Solutions

1 From June 9, 2009 through June 30, 2018, the S&P 500 Index returned 388.6% cumulative and 15.6% annualized. During the same time period, MSCI All Country World (ex-USA) Net Total Return USD Index returned 177.4% cumulative and 11.6% annualized. Source: Bloomberg

Past performance is not guarantee of future results. Investors cannot directly invest in an index.


Important Risks: Investing involves risk, including the possible loss of principal.

ETFWP017   208667    LAT001253  08/05/19