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.
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