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Financial Advisor Roundtable: Addressing Key Issues and Challenges Facing FAs and their Clients Heading into 2020

In this first installment of the quarterly Catalyst Insights Financial Advisor roundtable, Michael Schoonover, Chief Operating Officer of Catalyst Capital Advisors LLC and Rational...

Financial Advisor Roundtable: Addressing Key Issues and Challenges Facing FAs and their Clients Heading into 2020

In this first installment of the quarterly Catalyst Insights Financial Advisor roundtable, Michael Schoonover, Chief Operating Officer of Catalyst Capital Advisors LLC and Rational...

Animal Spirits, Talk Your Book: The Case for Tactical Equity

Today’s Animal Spirits Talk Your Book is presented by Newfound Research. You can find Corey’s blog here and his excellent podcast here

Agency RMBS Income Strategist Comments on Whether the Fed is Done for Now with Interest Rates

The Federal Reserve Open Market Committee (FOMC) recently held its last meeting of 2019, and the first meeting since June where it did not...

Agency RMBS Income Strategist Comments on Whether the Fed is Done for Now with Interest Rates

The Federal Reserve Open Market Committee (FOMC) recently held its last meeting of 2019, and the first meeting since June where it did not...

Brand Expert Discusses Demographics and Holiday Spending

Amid the holiday shopping season, we can’t talk about consumer spending without talking about demographics. At each part of our lives we spend differently,...

Brand Expert Discusses Demographics and Holiday Spending

Amid the holiday shopping season, we can’t talk about consumer spending without talking about demographics. At each part of our lives we spend differently,...

RMBS: A Potentially Compelling Opportunity for Fixed Income

In the U.S., hundreds of billions of dollars of mortgages are issued every year. Mortgages that meet certain government requirements (loan size, LTV ratio, etc.) can be sold to or guaranteed by government backed agencies, including Fannie Mae, Freddie Mac, and Ginnie Mae.

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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.