Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
There are many ways to track consumer and investor sentiment. Generally, only at extremes does the data offer very compelling investment opportunities.
CPI is now stable and trending modestly lower with the Fed able to be patient. The stage is now set for broader participation across size & style boxes.
It’s been hard to beat the S&P500 so far in 2023. And yet, midstream energy infrastructure continues to close in on a third successive calendar year of outperformance.
It’s been hard to beat the S&P500 so far in 2023. And yet, midstream energy infrastructure continues to close in on a third successive calendar year of outperformance.
Investors should expect to see continued bouts of volatility across equities, fixed income, commodities, and currencies. Don’t be afraid of the VOL, embrace it by implementing some strategies that love operating in a higher VOL regime.
After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?
After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.
It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks.
Catalyst Funds
Rational Funds
Strategy Shares
