Investment Strategy Insights

Time to Get Comfortable Being Uncomfortable

When it comes to investing, would you rather be comfortable, or successful?

Time to Get Comfortable Being Uncomfortable

When it comes to investing, would you rather be comfortable, or successful?

ETFs Defined: What has propelled this industry to nearly $4 Trillion AUM in under 30 years?

ETF and Mutual Fund Industry veteran Matt Patterson tackles some of the most common questions about ETFs and how advisors can quickly explain ETFs...

Striking the Right Balance: Modern Portfolio Theory and the Rise of Balanced Funds

As ETF sponsors place greater emphasis on developing diversified multi-asset solutions and more investors transition to ETFs from mutual funds, the market for balanced ETFs will grow rapidly both in absolute terms and relative to the broader ETF market.

Investment Wisdom Podcast – Day 12 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Investment Wisdom Podcast – Day 12 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Investment Wisdom Podcast – Day 11 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Finding Investment Opportunities as U.S. Mortgage Debt Surpasses 2008 Peak

While the risk of another consumer credit meltdown might be rising, the structure of the consumer credit market, particularly with respect to residential mortgage backed securities (RMBS), is fundamentally less vulnerable than it was in the 2005-2008 period.

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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.