Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the direction of the market after Q1, gold, and much more in the latest edition of Market Matters.
Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.
Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.
In theory, a group of leading companies serving a very large and growing market should also be a solid investment opportunity. Testing this theory using a look-back of the actual performance of a basket of leading Consumer Discretionary brands offers some proof to this thesis.
As we begin 2024, the state of the consumer is a great place to start. As dedicated consumer spending-focused investors, the state of the consumer is an important variable to understand.
Sometimes, investors over-complicate the investment process. It’s important to remember to start with the long-term returns shown by markets and compare them to the shorter-term experience.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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