Income Insights

Equity Runs While Fixed Income Falters: February 2024 HANDLS Monthly Income Report

Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.

Equity Runs While Fixed Income Falters: February 2024 HANDLS Monthly Income Report

Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.

Santa Provides a Boost: December 2023 HANDLS Monthly Income Report

With the exception of MLPs, securities markets continued to deliver robust gains across the board in December as the markets began to divine measurable rate cuts by the Fed in 2024.

Ending the Fall Season Strong: November 2023 HANDLS Monthly Income Report

Securities markets shrugged off a challenging three months and delivered robust gains across the board in November as hopes for a soft economic landing gained ground among investors.

Navigating the Santa Claus Rally

Last week’s market surge carried the November rally forward, a momentum fueled by a significant repricing of interest rates in the bond market. Since the last Federal Reserve meeting, rates have taken a dramatic dip, sparking optimism in the market.

Struggling Through the Fall Season: October 2023 HANDLS Monthly Income Report

Securities markets continued to struggle in October in the face of rising interest rates and concerns about whether the Federal Reserve might continue its monetary tightening policy.

Struggling Through the Fall Season: October 2023 HANDLS Monthly Income Report

Securities markets continued to struggle in October in the face of rising interest rates and concerns about whether the Federal Reserve might continue its monetary tightening policy.

A Week of Surprises and Bullish Momentum in the Stock Market

The stock market witnessed a remarkable turnaround last week, with a series of unexpected events that left many traders reeling and, in some cases, reevaluating their positions. In this post, we’ll take a closer look at the recent stock market activity and what it means for investors.

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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.