Tag: Market Insights

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Corporate Insights

The Positive Seasonality Effect: It’s Time to Look Past the Negative Sentiment

Eric Clark, Portfolio Manager -
Positive seasonality is upon us at a time when breadth measures are extreme. Markets are currently in extreme FEAR mode, offering a contrarian opportunity.

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Economic Insights

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

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Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.
Economic Insights

Markets Gone Wild: April 2025 HANDLS Monthly Report

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April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.
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Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...
Corporate Insights

Short-Term Noise Can Lead to Long-Term Opportunity

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If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.
Economic Insights

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

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The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
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