In this edition of the Catalyst Funds and Rational Funds Quarterly Outlook, portfolio managers from across our network of sub-advisors provide their insights into the direction of the investment universe. In addition to a macroeconomic overview, we also include their thoughts on equities, bonds, commodities, and a special section on currencies.
This week will be an important one for the energy sector with several important industry-related figures set to be released. To help investors make sense of what’s going on in the world of energy this week, Simon Lack of SL Advisors provides insights into what he’ll be watching.
This week will be an important one for the energy sector with several important industry-related figures set to be released. To help investors make sense of what’s going on in the world of energy this week, Simon Lack of SL Advisors provides insights into what he’ll be watching.
Federal Reserve Chair Jerome Powell is expected to speak on Wednesday, a Core PCE Report is expected on Thursday, and the all-important November jobs report will be released on Friday. In this edition of The Lookout, Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares includes what he’ll be watching in the week ahead.
Investors will get a sense of the broader resiliency of inflation this week with several international countries set to release their CPI figures. In the latest edition of The Lookout, Scott Kimple of Warrington Asset Management and Stan Sokolowski of CIFC Investment Management examine the Fed’s continued fight against inflation and what it could mean for international markets.
Between an October CPI figure release and the US Midterm Elections set for Tuesday, investors will have plenty to watch this week. Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares and Matt Ferratusco of Lyons Wealth Managements let us know what they’ll be watching in this week’s edition of The Lookout.
As the Fed continues to push interest rates higher to combat inflation (today announcing a 0.75% increase), portfolio management teams and investment analysts from across Catalyst Funds and Rational Funds weigh in on what this means for investors:
As the Fed continues to push interest rates higher to combat inflation (today announcing a 0.75% increase), portfolio management teams and investment analysts from across Catalyst Funds and Rational Funds weigh in on what this means for investors:
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
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