Catalyst Insights

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.

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: