Investment advisors face challenges in managing portfolios amidst a dynamic market. One notable trend is the flat performance of Russell 1000 value, coupled with suppressed volatility in a range-bound market. Concerns arise from the concentration of gains within a few names, particularly in the tech sector, within the S&P 500.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Catalyst Funds
Rational Funds
Strategy Shares
