Product & Strategy Research
Commentary, quarterly outlooks and portfolio strategy notes from the Catalyst investment team.
27 pieces
MBXIX
ResearchMay 21, 2026
Geared for Growth
For thirty years, MBXIX has provided the tactical liquidity, low correlation, and adaptive investment process to assist investors in compounding wealth without interruption.
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ResearchMay 20, 2026
Tired of the Interest Rate Guessing Game? Take a Vacation from Duration!
CFRIX, RFXIX & IIXIX are short duration strategies that have outperformed the Agg since 2022, seeking higher yields with reduced interest rate risk.
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ResearchMay 5, 2026
Escape the 60/40 Diversification Trap
Rising stock-bond correlations may leave your 60/40 portfolio less diversified than you think. MBXIX offers an alternative seeking low correlation to both.
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ResearchApr 27, 2026
Does Your Portfolio Have a Special Teams Unit for When the Offense (Stocks) and Defense (Bonds) Let You Down?
When stocks and bonds both struggle, MBXIX may act as your portfolio's "special teams" — a managed futures strategy positive 25 out of 29 years since inception.
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ResearchApr 27, 2026
When Doing Nothing Can Be the Smart Move
It’s human nature to want to react to the news and act when markets become volatile. But sometimes, doing nothing can be the smart move for an investor.…
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ResearchApr 27, 2026
Turning Midterm Election Volatility into Opportunity
History shows that midterm election years can bring uncertainty, volatility, and choppier equity markets.1 But for systematic themed strategies like the Catalyst/Millburn Hedge Strategy Fund (MBXIX), these environments…
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ResearchApr 27, 2026
Investors Don’t Have to ‘Ace’ Every Month; Fall in ‘Love’ with a Long-Term Approach
Like Federer winning 80% of matches by excelling at key points, MBXIX seeks long-term outperformance by limiting downside during market stress.
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Q2 2026 Outlook
ResearchApr 14, 2026
The End of Easy Beta: Navigating a Market That Demands Selectivity
Macro, not momentum, may drive Q2 returns. Catalyst's Q2 2026 outlook covers geopolitical risk, sticky inflation, credit markets, and energy infrastructure.
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ResearchApr 7, 2026
Market Cycles Are Inevitable. Volatility in Your Portfolio Doesn’t Have to Be.
Bear markets reveal the limits of traditional portfolios. MBXIX seeks to provide downside defense through managed futures when stocks and bonds both decline.
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ResearchMar 9, 2026
High Yield Bonds May Be the Missing Piece to Your Portfolio
A 10% allocation to high yield bonds has historically boosted returns and reduced drawdowns. HIIIX ranks in the top 1% of its Morningstar category.
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ResearchFeb 11, 2026
As Purchasing Power Slips, Find a Fixed Income Fund that Helps Fill the Gap
Traditional bonds have struggled to keep pace with inflation. HIIIX offers a selective credit approach seeking income above the Agg with top Morningstar rankings.
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Q1 2026 Outlook
ResearchJan 28, 2026
Q1 2026 Market Outlook: Navigating a Steady Approach in An Uncertain Market
Catalyst's Q1 2026 outlook covers late-cycle resilience, sticky inflation, credit opportunities, and insider buying signals across equities and fixed income.
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In the Press
Recent announcements and recognition.
6 items
Jun 4, 2026
The Catalyst/Millburn Hedge Strategy Fund (MBXIX) Surpasses $10 Billion in Assets Under Management
Milestone reflects growing investor demand for differentiated strategies as traditional portfolios face structural challenges New York, NY (June 4, 2026) – Catalyst Funds today…
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Mar 12, 2026
Catalyst/SMH High Income Fund Performance Recognized with 2026 LSEG Lipper Fund Award
HIIIX recognized for its 3-Year and 10-Year risk-adjusted performance in the High Yield Funds Category (which contains 94 and 84 funds, respectively, as of…
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Jan 5, 2026
Catalyst Promotes Greg Griffith to Chief Technology Officer as Firm Continues to Build Out Senior Leadership Team
Newly created position filled internally by long-tenured employee and tech leader New York, NY (January 5, 2026) – Catalyst Capital Advisors LLC, a leading…
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Jun 2, 2025
Catalyst Continues Growth with Hirings of Institutional Relations and Portfolio Strategist Professionals
Robert Gallant, CFA, CAIA will focus on institutional relations; Bryan Kitchner, CFA, CAIA will serve as Portfolio Strategist New York, NY (June 2, 2025)…
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Sep 5, 2024
Catalyst Funds and Perini Capital LLC Launch the Catalyst Strategic Income Opportunities Fund
Partnership Marks the Third New Sub-Advisor Relationship for Catalyst in 2024 as Firm Launches First Closed-End, Interval Fund New York, NY (September 5, 2024)…
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Jul 25, 2024
Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund
Designed to Provide a Stronger Alternative to a 60/40 Portfolio or Equity-Only Strategy New York, NY (July 15, 2024) – Catalyst Funds, a provider…
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