Simon Lack, Portfolio Manager

Simon Lack is Founder and Managing Partner of SL Advisors, LLC. Mr. Lack is Portfolio Manager of an energy and infrastructure fund at Catalyst Capital Advisors LLC. Mr. Lack’s experience includes: Managing Director, JPMorgan Global Trading Division and CEO, JPMorgan Incubator Funds. Mr. Lack has authored The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True (January 2012) and Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013).
Commodity & Infrastructure Insights

A Pause On Spending?

Simon Lack, Portfolio Manager -
Democrat Senator Joe Manchin from West Virginia holds more sway than most over White House legislative strategy, because he’s one of the few willing to break ranks with Democrat orthodoxy.
Market Trends & Outlook

Why You Should Worry About Inflation

Simon Lack, Portfolio Manager -
Hear Simon Lack discuss the top reasons why you should worry about inflation with some compelling charts.
Commodity & Infrastructure Insights

Futures Still Disbelieving The Fed

Simon Lack, Portfolio Manager -
Memories of the 2013 “Taper Tantrum” loom over today’s FOMC as they engineer an exit that will hopefully be more elegant than our current one from Afghanistan. Both were well overdue, although there is no doubt the military withdrawal was handled disastrously. Can the Fed do better?
Commodity & Infrastructure Insights

Why It’s No Longer Enough To Beat Inflation

Simon Lack, Portfolio Manager -
The most recent CPI report was a little better than expected – all-items less food and energy was up 4.3% year-on-year. Used car prices had boosted prior inflation figures but were up just 0.2% in July.
Commodity & Infrastructure Insights

Why It’s No Longer Enough To Beat Inflation

Simon Lack, Portfolio Manager -
The most recent CPI report was a little better than expected – all-items less food and energy was up 4.3% year-on-year. Used car prices had boosted prior inflation figures but were up just 0.2% in July.
Commodity & Infrastructure Insights

Pipelines Still Linked With Inflation

Simon Lack, Portfolio Manager -
The link with crude oil is a familiar topic for investors in pipelines, who have often been told that the two are uncorrelated only to experience both inconveniently plunging together.
Commodity & Infrastructure Insights

Pipelines Still Linked With Inflation

Simon Lack, Portfolio Manager -
The link with crude oil is a familiar topic for investors in pipelines, who have often been told that the two are uncorrelated only to experience both inconveniently plunging together.
Commodity & Infrastructure Insights

Behind The Fed’s Benign Inflation Outlook

Simon Lack, Portfolio Manager -
This week the FOMC meets on Tuesday and Wednesday. Most recently released minutes suggest that the gradual cessation of the $120BN in monthly bond buying ($80BN in US treasuries and $40BN in mortgages) is getting closer.
1...192021...49Page 20 of 49

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

Economic Insights

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

0
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.
Economic Insights

Chart of the Week: is the Stock Market Getting Ahead of Itself?

0
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.
Economic Insights

What’s the Real Value of Active Management?

0
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.
Economic Insights

Election Trepidation: October 2024 HANDLS Monthly Report

0
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.
Corporate Insights

The Election Results Are In. The Market Likes the Results.

0
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.
spot_img

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.