Tag: economic insights

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Market Matters: A Deep Dive into the Semiconductor Sector and More

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.

Market Matters: A Deep Dive into the Semiconductor Sector and More

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.

Renewables Are Pushing US Electricity Prices Up

In January last year PJM forecast 1.4% annual demand growth for electricity over the next decade. Two months ago, they raised this to 2.4% over their ten-year planning horizon.

Renewables Are Pushing US Electricity Prices Up

In January last year PJM forecast 1.4% annual demand growth for electricity over the next decade. Two months ago, they raised this to 2.4% over their ten-year planning horizon.

Equity Runs While Fixed Income Falters: February 2024 HANDLS Monthly Income Report

Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.

Equity Runs While Fixed Income Falters: February 2024 HANDLS Monthly Income Report

Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.

America is Making Investments in The Right Types of Energy

The US Energy Information Administration (EIA) released its Short-Term Energy Outlook (STEO) last week. It confirmed the current trends of increased production, improving mix and declining CO2 emissions.

The Case For Real Assets

Real assets that can raise prices either on commercial terms or because their regulatory framework ensures a minimum return on invested capital can be an effective way to maintain the purchasing power of savings.

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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.

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.
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