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

Blackstone and Tallgrass Further Discredit the MLP Model

Simon Lack, Portfolio Manager -
​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...
Commodity & Infrastructure Insights

Private Equity Sees Value in Unloved Pipelines

Simon Lack, Portfolio Manager -
Last week the Financial Times wrote about the dwindling conviction of believers in the Shale Revolution (see Why US energy investors are experiencing a...
Commodity & Infrastructure Insights

Private Equity Sees Value in Unloved Pipelines

Simon Lack, Portfolio Manager -
Last week the Financial Times wrote about the dwindling conviction of believers in the Shale Revolution (see Why US energy investors are experiencing a...
Commodity & Infrastructure Insights

Pension Funds Keep Interest Rates Low

Simon Lack, Portfolio Manager -
The Equity Risk Premium reveals that stocks are cheap relative to bonds (see Stocks Offer Bond Investors an Opening).  A corollary of this insight...
Commodity & Infrastructure Insights

Hopes for a Trade Deal Slipping

Simon Lack, Portfolio Manager -
Article I of the U.S. Constitution gives Congress the “…Power to lay and collect Taxes, Duties, Imposts and Excises…” Congressional control over tariffs has...
Commodity & Infrastructure Insights

Bond Buyers Should Buy Pipeline Stocks

Simon Lack, Portfolio Manager -
Yields on McDonalds’ Euro-denominated bonds recently joined European sovereign debt in negative territory. It’s a headline writers dream (juicy burgers, not yields…customers and investors...
Economic Insights

Trade Wars: End in Sight

Simon Lack, Portfolio Manager -
Last week’s fears of global recession herald the late stages of Trump’s trade war. It’s already possible to see the outlines of a triumphant...
Commodity & Infrastructure Insights

Canada Looks North to Export its Oil

Simon Lack, Portfolio Manager -
Infrastructure projects can require a lot of planning, but the proposed link by the Alaska – Alberta Railway Development Corporation (A2A Rail) traces its...
1...414243...49Page 42 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.