Equity Insights

After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.

It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks.

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the volatile start to August experienced by markets, the VIX, and much more in the latest edition of Trading Zone. 

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

The longer the period one gets rewarded, the less risky we feel the investment becomes. Risk happens slowly and then all at once.

This week on the Trading Zone, we explore the complexities of volatility as we approach the upcoming presidential election and also the massive rebalancing in the tech center following the Nvidia hit this past week.

For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential and stability. However, recent market trends are challenging the effectiveness of this traditional approach.

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss May's CPI report & FOMC meeting, volatility,...