Catalyst Funds and Rational Funds Quarterly Outlook

Catalyst Funds and Rational Funds Quarterly Outlook
Portfolio managers from across our network of sub-advisors provide their insights into the direction of the investment universe.

In this edition of the Catalyst Funds and Rational Funds Quarterly Outlook, portfolio managers from across our network of sub-advisors provide their insights into the direction of the investment universe. In addition to a macroeconomic overview, we also include their thoughts on equities, bonds, commodities, and a special section on currencies.

Our Outlook features insights from Leland Abrams of Wynkoop Financial, who manages the Catalyst Enhanced Income Fund (EIXIX), Charles Ashley of Catalyst/Rational, who manages a number of products including the Catalyst Systematic Alpha Fund (ATRFX), Eric Clark of Accuvest Global Advisors, manager of the Rational Dynamic Brands Fund (HSUTX), and Darren Kottle of Caddo Capital Management, manager of the Catalyst Income and Multi-Strategy Fund (ACXIX).

[vc_btn title=”Download the Outlook Here” color=”primary” link=”url:https%3A%2F%2Fgo.pardot.com%2Fl%2F497001%2F2023-04-13%2F29v51jg%2F497001%2F1681394725ynq8oYPe%2FQ2_23_Market_Outlook_Final.pdf||target:%20_blank|”]

Latest

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

Newsletter

Don't miss

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.