Tag: economic insights

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Economic Insights

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

David Cohen -
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Economic Insights

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Joe Tigay, Portfolio Manager -
Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.
Economic Insights

Markets Gone Wild: April 2025 HANDLS Monthly Report

David Cohen -
April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.
Corporate Insights

Short-Term Noise Can Lead to Long-Term Opportunity

Eric Clark, Portfolio Manager -
If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.
Economic Insights

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

David Cohen -
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
Economic Insights

Private Markets: The Largest Mega Trend in Financial Services

Eric Clark, Portfolio Manager -
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.
Economic Insights

Income Shines: November 2024 HANDLS Monthly Report

David Cohen -
November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.
Economic Insights

Building a Winning Portfolio for Trump’s Second Term

Joe Tigay, Portfolio Manager -
Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.
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Economic Insights

The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

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The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.
Corporate Insights

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

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Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.
Corporate Insights

How Leading Consumer Brands Have Emerged Stronger Since 2019

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The last five years have been among the most intense stress tests in modern business history.
Economic Insights

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

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For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
Economic Insights

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

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Politics Trumps the Numbers, Can Markets Keep Their Cool?
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