Market Trends & Outlook

Doomsayers Aside, Base Case for Credit Markets Looks Positive in 2020

The Armageddonists have cost many investors money over the years and we suspect 2019 was another example. As a good reminder for us all,...

Agency RMBS Income Strategist Comments on Whether the Fed is Done for Now with Interest Rates

The Federal Reserve Open Market Committee (FOMC) recently held its last meeting of 2019, and the first meeting since June where it did not...

Agency RMBS Income Strategist Comments on Whether the Fed is Done for Now with Interest Rates

The Federal Reserve Open Market Committee (FOMC) recently held its last meeting of 2019, and the first meeting since June where it did not...

Will the Low Cost, Passive Equity Trade Unwind in the 2020’s?

Clients should understand that the 2020’s may be another lost decade for equities, and passive strategies may prove to be underperformers.

Portfolio Manager Discusses Why Corn Prices Showing Weakness Even with the Trade Deal Being Negotiated

Trade talk updates between the U.S. and China have had agriculture prices bouncing up and down lately. Much of the news has been focused around soybean purchases, which pull corn prices up temporarily. However, the gains have not been able to hold, nonetheless.

An Impeachment Probe, Drone-Attacks, and Other Factors Influencing Oil Supply and Pricing

Portfolio Manager Kimberly Rios Interviews Phil Flynn, a Fox Business news contributor and Sr. Energy Analyst from Price Futures group, to discuss the recent oil events and price action.

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Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...

Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

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.