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Investment Wisdom Podcast – Day 11 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Finding Investment Opportunities as U.S. Mortgage Debt Surpasses 2008 Peak

While the risk of another consumer credit meltdown might be rising, the structure of the consumer credit market, particularly with respect to residential mortgage backed securities (RMBS), is fundamentally less vulnerable than it was in the 2005-2008 period.

Investing in an Inverted Yield Curve World

There is a $16 trillion pile of negative yielding debt around the world and global central banks are officially trying to out-dove each other as one after next slashes interest rates in a race to the bottom. Against this backdrop, what is an investor to do?!

Investment Wisdom Podcast – Day 10 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Investment Wisdom Podcast – Day 10 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Investment Wisdom Podcast – Day 9 of 12

What It Means to be a True Systematic Manager and How to Spot the Lemon’s in your Lineup

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Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

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.