Income Insights

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

David Cohen, Co-Founder of the HANDLS Indexes, two of which are generally correlated with two ETFs from Strategy Shares, recently joined Brad Roth on the "Behind the Ticker" podcast.

In this portfolio manager profile, you’ll learn how Portfolio Manager Eric Meyer’s career led him to find interesting investing opportunities that resulted in the...

Leland Abrams of Wynkoop, LLC and a portfolio manager of a fixed income fund at Catalyst, provides his analysis of the June 15 economic data...

Following the June 13 CPI report that shows inflation has dipped to 4% year-over-year (YoY) but Core inflation is up 0.4% on the month,...

The graph and table above provide return data for major income-oriented asset categories for the month of May 2023 and YTD 2023. Returns for...

Leland Abrams recently joined Alexander Fleiss at Rebellion Research for a lively discussion.