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.
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.
Could there be a better core than the global consumption theme? Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.
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.
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.
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.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
Catalyst Funds
Rational Funds
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