Events

MBX | National Advisor Call

Catalyst/Rational is inviting you to a scheduled Zoom meeting.

MBX | National Advisor Call

Catalyst/Rational is inviting you to a scheduled Zoom meeting.

RCM Alternatives: The New Risk Parity — With Standpoint Asset Management, ReSolve Asset Management and CME Group

While some retail investors may not have access to leverage, short selling, and advanced quantitative methodologies, ETFs can grant access to a risk parity strategy. Join us as we sit down with Eric Crittenden of Standpoint Asset Management,  Rodrigo Gordillo of ReSolve Asset Management, and Blu Putnam of CME Group, for a free discussion on The New Risk Parity. 

RCM Alternatives: Fixed Income with a Twist Hosted by Caddo Capital Management

Join as on Thursday, October 28 at 11:00 am CT/ Noon ET for our Lunch and Learn Series with Darren Kottle of Caddo Capital Management. Darren will discuss the fixed income landscape, and how investors can seek to still earn a respectable yield while protecting against the ever present risk of rates finally rising higher.

RCM Alternatives: Fixed Income with a Twist Hosted by Caddo Capital Management

Join as on Thursday, October 28 at 11:00 am CT/ Noon ET for our Lunch and Learn Series with Darren Kottle of Caddo Capital Management. Darren will discuss the fixed income landscape, and how investors can seek to still earn a respectable yield while protecting against the ever present risk of rates finally rising higher.

RCM Alternatives: Putting a Floor on Equity Exposure

Not only are markets at all-time highs, but the current Price/Earnings (P/E) ratio is approaching levels reached during the height of the dot-com era. Learn how you can still participate on remaining upside while still providing clients a material downside trailing hedge.

Newsletter

Don't miss

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.