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Catalyst Insights Top 5 Articles of 2020: China, Elections and COVID-19

2020 was quite a year! We want to thank all of our contributors for providing us with so much timely content during a historic time period. Our contributors came up with compelling content and found new ways to bring the content to life. We also want to thank our readers! Catalyst Insights topped 300,000 views this year! Here's a look at the top 5 articles from 2020:

2021: Consumption Trend Change

As human beings, we consume from the day we are born until the day we pass. Personal consumption is the largest and most predictable phenomenon there is. Seven billion people spending money to acquire things they want and need always offers interesting investing opportunities. Sometimes, however, certain spending categories become more important than others.

The Housing Market Remains a Shining Star amid the Real Estate Market’s Unprecedented 2020

Throughout 2020 economic dislocations ran rampant. However, one segment of the economy that we believe has fundamental strength and has remained vibrant throughout this pandemic is the U.S. housing market. Social distancing, historically low mortgage rates, robust refinancing appetite, a mass exodus from densely populated cities, and increased demand for suburban residential housing continues to enable the U.S. housing market to surge from the March lows.

Why Active Management for Fixed Income?

Over the past decade, there has been much debate between active and passive investing. Many modern-day investors, including fixed-income investors, have shifted to the passive investing approach. Although this approach has worked well for equities, it has generally fallen behind for fixed income as active fixed income managers generally outperform their passive counterparts.

Why Active Management for Fixed Income?

Over the past decade, there has been much debate between active and passive investing. Many modern-day investors, including fixed-income investors, have shifted to the passive investing approach. Although this approach has worked well for equities, it has generally fallen behind for fixed income as active fixed income managers generally outperform their passive counterparts.

Evaluation Techniques to Uncover Winning Tactical Investment Strategies

Tactical allocation strategies were created to address unmet investor demand. These strategies have evolved over time, implementing different styles and approaches with a common goal of dynamically adjusting allocations to improve investor outcomes. In this case study, we provide background on various considerations for tactical investment strategies and make the argument that investors should focus on understanding whether a particular tactical strategy is positioned for long-term success.

The Most Wonderful Time of Year: Tax Loss Selling Time

At some distant point in the future, as memories of a tumultuous 2020 fade, stock market returns for the year will live on as data points in a long string of annual return data stretching back hundreds of years.

Deciphering a (COVID-19) Vaccine-Driven Economic Recovery: An Equity and Fixed Income Perspective

The tail end of 2020 has started to show signs of a potential end to the uncertainty and fear beset by the coronavirus pandemic. Most notably are upbeat FDA documents and early-stage Pfizer/BioNTech’s COVID-19 vaccine mass inoculations in the United Kingdom and authorization in Canada, upbeat peer studies on AstraZeneca-Oxford University vaccine results, and numerous other biotechnology firms in late-stage clinical trials.

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