Income Insights

Addressing Fed Policy and Duration Risk

On Aug 28, the Federal Reserve memorialized its revised monetary framework by aiming for “average” inflation of 2% over time. In practical terms, the central bank told investors two things 1) they will keep interest rates low for years, therefore making income difficult to come by and 2) they will continue to press policy that is meant to stoke inflation.

Second Quarter 2020 Income Investing Recap: Risk On

Buoyed by expansionary monetary and fiscal policy, the securities markets saw a return to risk taking in the second quarter of 2020

With Dislocations in the Markets in Q1 2020 Caused by a Global Pandemic– It Was a Good Time to Hold Assets Backed by the...

HANDLS Indexes co-founder Matthew Patterson speaks with Nasdaq's Jill Malandrino, on #TradeTalks to discuss dislocations in the markets caused by a Global Pandemic, and the aggressive actions the Federal Reserve took to forestall a major dislocation in the securities market.

Look for Convertible Bonds to Outperform as Financial Markets Recover

The first quarter was challenging for risk assets in general as investors wrestled with the economic impacts of the COVID-19 driven shutdown. The S&P 500 was down -20% in 1Q for the biggest quarterly decline since 2008.

Look for Convertible Bonds to Outperform as Financial Markets Recover

The first quarter was challenging for risk assets in general as investors wrestled with the economic impacts of the COVID-19 driven shutdown. The S&P 500 was down -20% in 1Q for the biggest quarterly decline since 2008.

Income Manager Answers Key Questions about Aggressive Fed Rate Cut Forecasts

With the Federal Reserve (Fed) set to meet next week some investment banks have come out ahead of the meeting predicting at least three rounds of rate cuts by January 2020.

Income Manager That Has Outperformed S&P 500 Since 2009 Discusses Key Questions Regarding RMBS

Portfolio manager addresses some frequently asked questions about the asset class and why it is becoming a popular choice for Financial Advisors and their clients.

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The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

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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.