Economic Insights

Equity Runs While Fixed Income Falters: February 2024 HANDLS Monthly Income Report

Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.

Convertibles: Equity Participation with Better Sharpe

Following several years of strong issuance of convertible securities, many investors are digging in to learn more about the unique characteristics of an instrument...

America is Making Investments in The Right Types of Energy

The US Energy Information Administration (EIA) released its Short-Term Energy Outlook (STEO) last week. It confirmed the current trends of increased production, improving mix and declining CO2 emissions.

Chris Schindler: Hedge Fund Sorcerer Schindler Shares Secrets from his Spellbook

Join Chris Schindler, a seasoned quantitative hedge fund manager, as he delves into the intricacies of portfolio construction for the future, highlighting challenges in benchmarking and changing market dynamics.

The Case For Real Assets

Real assets that can raise prices either on commercial terms or because their regulatory framework ensures a minimum return on invested capital can be an effective way to maintain the purchasing power of savings.

Consumer Stocks: The Mean Reversion Opportunity

In theory, a group of leading companies serving a very large and growing market should also be a solid investment opportunity. Testing this theory using a look-back of the actual performance of a basket of leading Consumer Discretionary brands offers some proof to this thesis.

Consensus Views for 2024: Where are the Opportunities?

Investors are still neutral on opportunities for risk taking in 2024.

Consensus Views for 2024: Where are the Opportunities?

Investors are still neutral on opportunities for risk taking in 2024.

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The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.