Product & Strategy Research
Commentary, quarterly outlooks and portfolio strategy notes from the Catalyst investment team.
27 pieces
ResearchOct 15, 2025
Why 60/40 Could Fail Retirees in the Next Downturn
A bear market early in retirement can permanently reduce income. MBXIX offers a risk-balanced approach seeking to protect retirees when traditional portfolios struggle.
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ResearchOct 3, 2025
Navigating Market Transitions
Catalyst's Q4 2025 outlook covers slowing U.S. growth, credit selectivity, AI-driven equity momentum, and the comeback of trend-following strategies.
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ResearchSep 1, 2025
How the Catalyst/Millburn Hedge Strategy Fund (MBXIX) Has Remained Strong During the Autumn Chill
Published: September 2025. Every year, the fall season brings a cooling effect across the United States, but the temperature may not be the only thing that gets brought…
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ResearchAug 15, 2025
A Lost Decade For Bonds? How Our Non-Traditional Fixed-Income Strategies Can Better Position Your Portfolio
A lost decade is a decade where an asset class generates negative (or flat) returns, which can threaten an investor’s long-term goals. As we hit the mid-point of…
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ResearchJul 7, 2025
Stability in Chaos: The Market Moves Forward Despite Global Tensions
The Macro View: Volatility, Tariffs, and Fed Jitters By David Miller, Co-Founder and Chief Investment Officer, Catalyst Capital Advisors LLC and Rational Advisors, Inc. As we begin Q3…
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ResearchJun 17, 2025
How Closed-End Interval Funds Can be a Valuable Addition to Portfolios
1. For investors unfamiliar with closed-end funds, what are interval funds and how do they differ from the standard mutual fund? What makes them potentially more attractive? Interval…
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ResearchMay 21, 2025
Adjusting to a New World: This is Not Your Grandfather’s Fixed Income Market
Catalyst/CIFC Senior Secured Income Fund Interest Rates Remain Below the Long Run Average and Aren’t, In Our View, Positioned to Experience a Multi-Decade Drop to Fuel an Easy…
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ResearchApr 14, 2025
The Market Turns to Tariffs: How Investors Can Navigate a Brave New World
The Macro View: Tariffs, Interest Rates, and Where Investors Can Look Next By David Miller, Co-Founder and Chief Investment Officer, Catalyst Funds and Rational Funds. Mr. Miller is…
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ResearchDec 16, 2024
Market Outlook: Five Questions for Five Managers on What to Expect in 2025
wind/earth
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ResearchNov 25, 2024
What Investors Can Do When Equities Get Ahead of Themselves
wind/earth
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ResearchOct 25, 2024
How to Position Your Portfolio for A Lost Decade for Stocks and Bonds
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ResearchSep 17, 2024
Business Insider: An Inside Look at the Workings of the 4-Part Arbitrage and Momentum Quant Strategy Driving an Award-Winning Fund
From the article: “The underlying levers that push and pull the parts of the multi-strategy fund were built by a group of Ph.D.’s in math and finance who…
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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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An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the Catalyst Funds can be found in the Fund’s prospectus, which can be obtained by calling 1-866-447-4228. Please read the prospectus carefully before investing. The open-end fund products for Catalyst Funds are distributed by Northern Lights Distributors, LLC., Member FINRA/SIPC. Foreside Fund services and Catalyst Capital Advisors are not affiliated with Northern Lights Distributors, LLC. The Catalyst Strategic Income Opportunities Fund is distributed by Foreside Fund Services, LLC, which is not affiliated with Catalyst Capital Advisors LLC, or any of its affiliates.