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Hunter Frey, Analyst

74 posts

Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

5 min

The Period Before Stagflation: Financial Repression

Even as Election Day has come and gone, the outcome remains uncertain with a Georgia runoff scheduled for December that may determine control of the Senate and multiple states still counting votes days after November 8 to decide control of the House. This partisan uncertainty, unfortunately, aligns with the macroeconomic and geopolitical uncertainty that has persisted throughout 2022.

4 min

“Change” Means Opportunity: The Progressive Transition to Halt Climate Change

So far in 2022, equity markets have been extremely volatile with a bearish trajectory amid economic uncertainty, monetary policy tightening, recession fears, inflation, and geopolitical tensions. Despite all these macro headwinds weighing on equity underperformance across market capitalizations, there remains one word that investors must keep top of mind to recover equities’ losses: “change”.

1 min

Chart of the Week: Are Markets on the Mend?

Chart of the Week: Are Markets on the Mend?

1 min

Midyear Outlook 2022: How to Reap Returns During a Recession

As we enter the second half of the year, many questions remain regarding the trajectory of financial markets and the economy. Our stance on stagflation (or "recession-inflation") remains steadfast. Drawing parallels to the mid-1970s, structurally, we are in a stagflation environment amid 41-year high supply-side inflation (driven by soaring oil prices and food prices), slowing GDP, and the eventual unravelment of the tight labor market.

1 min

Chart of the Week: This Week’s Domestic Economic Results

This Week’s Domestic Economic Results

2 min

Chart of the Week: Cross-Asset YTD Performance

Cross-Asset YTD Performance

5 min

What To Expect in Second Half of 2022: A Macro View

As we approach the halfway point of 2022, investors remain uncertain of what to expect throughout the next six months.

1 min

Chart of the Week: Bonds Begin to Diversify Equity Volatility

Bonds Begin to Diversify Equity Volatility

5 min

The Discipline of Forecasting: The Benefits of Systematic Approaches During Uncertainty (Part 1)

The second quarter of 2022 continues with intense volatility. Both equity markets and bond markets continue to unravel the complexities of supply constraints, stagflation, hawkish Fed policy (and the velocity of rate hikes), slower domestic and global economic growth, geopolitical headwinds (i.e., the Russia-Ukraine war), the commodity "Supercycle," persistent COVID-19 demand woes (i.e., China lockdowns), and potential Gray Rhino events (spurred by fears of the current environment). Recessionary fears and a flight to safety remain investors' top priorities.

1 min

Chart of the Week: Both Equities and Bonds Struggle to Start Q2: It is Time for Alternatives

Both Equities and Bonds Struggle to Start Q2: It is Time for Alternatives

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