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Categories
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Investment Strategy Insights
Top Mortgage Bond Manager of 2019: Advisors Should Not Be Spooked By Subprime Mortgages
Leland Abrams, Portfolio Manager
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January 15, 2020
Investment Strategy Insights
Top Mortgage Bond Manager of 2019: Advisors Should Not Be Spooked By Subprime Mortgages
Leland Abrams, Portfolio Manager
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January 15, 2020
Investment Strategy Insights
Top Senior Secured Note Manager: Recession Unlikely Given Current Economic Conditions
Stan Sokolowski, Senior Portfolio Manager
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January 8, 2020
Investment Strategy Insights
Top Senior Secured Note Manager: Recession Unlikely Given Current Economic Conditions
Stan Sokolowski, Senior Portfolio Manager
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January 8, 2020
Videos & Podcasts
Animal Spirits, Talk Your Book: The Case for Tactical Equity
Corey Hoffstein, CIO
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December 19, 2019
Today’s Animal Spirits Talk Your Book is presented by Newfound Research. You can find Corey’s blog here and his excellent podcast here
Investment Strategy Insights
Manager That Avoided 2018 Correction Explains Tools That Can Help Investors Miss Volatility Events
Scott Kimple, Portfolio Manager
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December 9, 2019
Commodity & Infrastructure Insights
What’s Moving Oil Prices?
Kimberly Rios, CFA, CMT, Portfolio Manager
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November 26, 2019
A Podcast with Phil Flynn and Kimberly Rios discussing EIA’s Reporting Discrepancies and the New International Maritime Rules for Shipping Oil
Commodity & Infrastructure Insights
What’s Moving Oil Prices?
Kimberly Rios, CFA, CMT, Portfolio Manager
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November 26, 2019
A Podcast with Phil Flynn and Kimberly Rios discussing EIA’s Reporting Discrepancies and the New International Maritime Rules for Shipping Oil
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Economic Insights
Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025
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The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.
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April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.
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If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.
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