In this week’s edition of The Lookout, our portfolio managers share what investors might expect following last week’s bouts of volatility in the equity markets and the Federal Reserve’s nod toward looming rate hikes. Read more about what’s on tap this week below:
This week, we’re proud to introduce The Lookout, which highlights insights from across the team of portfolio managers in our network. This new weekly piece will be posted on Mondays (other than on holidays) right here on Catalyst-Insights.com.
This week, we’re proud to introduce The Lookout, which highlights insights from across the team of portfolio managers in our network. This new weekly piece will be posted on Mondays (other than on holidays) right here on Catalyst-Insights.com.
Rob Gough, Actor/Entrepreneur and Portfolio Manager at Strategy Shares, speaks to ABC’s Action News about the Halt Climate Change ETF that was launched this month, his personal journey to success, his career in acting, and much more in this interview.
Rob Gough, Actor/Entrepreneur and Portfolio Manager at Strategy Shares, speaks to ABC’s Action News about the Halt Climate Change ETF that was launched this month, his personal journey to success, his career in acting, and much more in this interview.
On December 16, Simon Lack of SL Advisors and portfolio manager for an energy infrastructure fund at Catalyst Funds provided a market update on the current risks and opportunities in the energy sector and the latest on rising inflation.
On December 16, Simon Lack of SL Advisors and portfolio manager for an energy infrastructure fund at Catalyst Funds provided a market update on the current risks and opportunities in the energy sector and the latest on rising inflation.
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.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
Catalyst Funds
Rational Funds
Strategy Shares
