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Should investors be thinking about floating rate as an all-weather fixed income allocation?

Floating-Rate Bank Loans can potentially enhance a portfolio’s returns, while offering investors access to markets that are not contained in traditional fixed income investments.

Systematic Manager Discusses Machine Learning

Is it a single tool or is it something much bigger than that?

Systematic Manager Discusses Machine Learning

Is it a single tool or is it something much bigger than that?

Trade War Discussion: China, Trump and Tariffs

The deadline for a trade deal has come and gone and starting today, the U.S. will add more tariff money to the U.S. treasury...

Trade War Discussion: China, Trump and Tariffs

The deadline for a trade deal has come and gone and starting today, the U.S. will add more tariff money to the U.S. treasury...

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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.