Investment Strategy Insights

Investing in an Inverted Yield Curve World

There is a $16 trillion pile of negative yielding debt around the world and global central banks are officially trying to out-dove each other as one after next slashes interest rates in a race to the bottom. Against this backdrop, what is an investor to do?!

Investment Wisdom Podcast – Day 10 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 10 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 9 of 12

What It Means to be a True Systematic Manager and How to Spot the Lemon’s in your Lineup

Investment Wisdom Podcast – Day 8 of 12

And on the 7th day, the Meta Portfolio was created. After analyzing the many sources of return across major global asset classes, we now focus on how to implement different strategies and the most thoughtful way of putting those pieces together.

Investment Wisdom Podcast – Day 8 of 12

And on the 7th day, the Meta Portfolio was created. After analyzing the many sources of return across major global asset classes, we now focus on how to implement different strategies and the most thoughtful way of putting those pieces together.

Are credit investors being too anxious?

Credit investors are perhaps bearish by nature – always looking for threats. But even CIFC veteran Stan Sokolowski wonders whether investors are being overly pessimistic about the market.

Investment Wisdom Podcast – Day 7 of 12

And on the 7th day, the Meta Portfolio was created. After analyzing the many sources of return across major global asset classes, we now focus on how to implement different strategies and the most thoughtful way of putting those pieces together.

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Don't miss

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.