Economic Insights

The Ripple Effect: Navigating the Market with a Long-Term Portfolio Management Strategy

In the fast-paced world of finance, it’s easy to get caught up in the daily news cycle and the sensational headlines that dominate the market. However, as a portfolio manager, it’s essential to take a step back, look beyond the noise, and maintain a long-term view.

Powerful Demographic Trends Can Drive Secular Portfolio Performance

Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.

Powerful Demographic Trends Can Drive Secular Portfolio Performance

Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.

What the Largest, Smartest Investors See Going Forward

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

What the Largest, Smartest Investors See Going Forward

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

Navigating Volatility: The Ripple Effect

In the world of trading and investing, volatility is an ever-present force that can either make or break portfolios. It requires astute decision-making, a solid plan, and the ability to seize opportunities while staying true to your strategy.

David Cohen Joins “Behind the Ticker” with Brad Roth of ETF Central to Discuss the HANDLS Indexes

David Cohen, Co-Founder of the HANDLS Indexes, two of which are generally correlated with two ETFs from Strategy Shares, recently joined Brad Roth on the "Behind the Ticker" podcast.

The Laws of Attracting Alpha – Portfolio Manager Profile of Eric S. Meyer, PhD, J.D., CFA

In this portfolio manager profile, you’ll learn how Portfolio Manager Eric Meyer’s career led him to find interesting investing opportunities that resulted in the...

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Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

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

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.

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

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.

What’s the Real Value of Active Management?

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.