Market Trends & Outlook

Why Future Returns Could Approach Zero

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed previously, this behavior follows the clubbing many received in 2022.

Why Future Returns Could Approach Zero

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed previously, this behavior follows the clubbing many received in 2022.

The Debt Ceiling Crisis that Probably Isn’t

The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a history review shows that the "debt-ceiling" issue is not only a non-crisis, but the recent rise in rates is likely an opportunity to buy bonds.

The Debt Ceiling Crisis that Probably Isn’t

The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a history review shows that the "debt-ceiling" issue is not only a non-crisis, but the recent rise in rates is likely an opportunity to buy bonds.

April HANDLS Market Recap: Calm Under Fire?

Despite a banking crisis that occupied the attention of the financial world in April, the broad securities markets turned in a ho-hum performance during the month. The Core Large Cap Equity category delivered a 0.9% return, driven by strong returns in dividend-paying equities. Meanwhile, the Core Fixed Income category generated a 0.6% return in April.

April HANDLS Market Recap: Calm Under Fire?

Despite a banking crisis that occupied the attention of the financial world in April, the broad securities markets turned in a ho-hum performance during the month. The Core Large Cap Equity category delivered a 0.9% return, driven by strong returns in dividend-paying equities. Meanwhile, the Core Fixed Income category generated a 0.6% return in April.

Instant Fed Reaction – Fed Raises Rates 25 bps; Pause Ahead?

Following the Federal Open Market Committee’s decision to raise interest rates 25 bps this afternoon, Leland Abrams, portfolio manager of a fixed income fund, provided his initial market insights.

Instant Fed Reaction – Fed Raises Rates 25 bps; Pause Ahead?

Following the Federal Open Market Committee’s decision to raise interest rates 25 bps this afternoon, Leland Abrams, portfolio manager of a fixed income fund, provided his initial market insights.

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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.

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.