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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.

Buffered Annuities: Buyers Beware!

We generally believe there is a place and time for most structured annuity segment types given their hedge characteristics and the strong levels of definition that clients truly appreciate.

Black Friday versus Cyber Monday Holiday Sales: Consumers are the Winner

In the spirit of the holiday season, I would like everyone to repeat this stat a few times out loud: “Estimated holiday sales for 2019 are expected to be roughly $143 billion,” according to Adobe Analytics.

Will the Low Cost, Passive Equity Trade Unwind in the 2020’s?

Clients should understand that the 2020’s may be another lost decade for equities, and passive strategies may prove to be underperformers.

Creating a More Efficient Tail Risk Hedge Strategy

Since stocks began their massive rebound from the Global Financial Crisis in 2009, and particularly the years between 2016 and 2018, equity declines have been so sudden and limited that long-term trend following has not had enough time to re-position effectively.

Creating a More Efficient Tail Risk Hedge Strategy

Since stocks began their massive rebound from the Global Financial Crisis in 2009, and particularly the years between 2016 and 2018, equity declines have been so sudden and limited that long-term trend following has not had enough time to re-position effectively.

What Brands will be the Winners this Holiday Season?

It’s Black Friday and let the holiday shopping games begin! American shoppers are expected to spend an average of $1,048 during the 2019 holiday shopping season. And how will they pay for it?

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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.