Crypto and DeFi: The (R)evolution is Afoot

[docxpresso file=”https://catalyst-insights.com/wp-content/uploads/2021/04/Strategic-Thought-No-9-The-Revolution-will-be-decentralized-Final-1.odt” comments=”true” SVG=”true”]

Latest

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.

Election Trepidation: October 2024 HANDLS Monthly Report

October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.

Newsletter

Don't miss

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.

Election Trepidation: October 2024 HANDLS Monthly Report

October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.

The Election Results Are In. The Market Likes the Results.

As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Sune Hojgaard Sorensen, Director of Macro Research
Sune Hojgaard Sorensen, Director of Macro Research
Sune brings 20 years of business and professional investment experiences across asset classes, investor segments and geographical locations to his work with Strategic Funds. Sune is the founder of an independent macro research company that provides distinct insights on global trends and related investment risks and opportunities. He is a partner with a US based think tank focused on research and advise for leaders in both the public and private sectors. He sits on the advisory board of a Swiss wealth and asset management group. He develops and manages investments for global families and entrepreneurs in his role as an Independent Asset Manager (IAM) with a Swiss based asset management business. He has developed a deep global bench of contacts across industries, and across his various business interests he can draw on a unique set of skillsets that enables him to provide actionable investment insights for optimal risk/return balancing. He provides The Strategic Funds group with perspectives on macro trends for the identification of risks and opportunities. He is available for conversations with clients and interested parties on global macro trends and how they can best deploy the Strategic Funds’ sets of strategies to protect and optimize their broader investment portfolios and navigate the ever-changing global landscape.

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.