Investment Strategy Insights

Using Option Duration to Mitigate Market Volatility

Historically, scheduled releases of market-impacting news, such as Federal Reserve meetings, quarterly earnings announcements, and other “known-unknowns” presented pre-determined times where stock market volatility might increase.

Search for Yield: Opportunities and Pitfalls in Bonds

Investors have faced a near constant barrage of headlines about the U.S. Treasury curve. The spread between 2-year and 10-year Treasury notes has been negative, and at the time of writing this, it’s only barely positive. This undoubtedly leaves us with questions like: Does this mean a recession is imminent?

Generating Returns above U.S. Core Aggregate Bonds: Overweighting Mortgage Credit with a Tactical Overlay

Since the start of 2012, traditional 60/40 stock and bond portfolios have fared extremely well. That said, I think it’s natural for investors to lump stocks and bonds together, especially when looking at portfolio performance.

Managed Futures Trend Following: The Ultimate Diversifier

Katheryn Kaminski and Adam Butler provide a review of managed futures and the role of the asset class in an institutional portfolio. Katheryn and...

Understanding the risks and rewards of structured annuities

One of the major benefits and selling points of a structured annuity is the “definition” it provides. The segment portion of the structured annuity spells out exactly what the purchaser will receive at maturity based on how the underlying security performs.

Understanding the risks and rewards of structured annuities

One of the major benefits and selling points of a structured annuity is the “definition” it provides. The segment portion of the structured annuity spells out exactly what the purchaser will receive at maturity based on how the underlying security performs.

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Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

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

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.