Tag: equities

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Carry Traders Get Carried Out

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.

Trading Zone: A Volatile Start to August

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the volatile start to August experienced by markets, the VIX, and much more in the latest edition of Trading Zone. 

Small Cap Catch-Up: Market Reset?

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

Is it time to carve off some capital from todays most crowded trades?

The longer the period one gets rewarded, the less risky we feel the investment becomes. Risk happens slowly and then all at once.

Trading Zone: Massive rebalancing in the Tech Sector

This week on the Trading Zone, we explore the complexities of volatility as we approach the upcoming presidential election and also the massive rebalancing in the tech center following the Nvidia hit this past week.

Is the 60/40 Portfolio Dead? Exploring Alternatives for Smarter Asset Allocation

For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential and stability. However, recent market trends are challenging the effectiveness of this traditional approach.

Trading Zone: Hit the Brakes, Transports flash major Warning signal

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss May's CPI report & FOMC meeting, volatility,...

The Largest Wealth Transfer in History Has Begun – Brands Benefit Most

The opportunity in front of investors is unlike anything we have ever seen because the size of the current wealth transfer is unprecedented in world history.

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