Entries by Sydney Kaehler

Q1 2026 Market Outlook: Navigating a Steady Approach in An Uncertain Market

The Macro View: Late-Cycle Resilience Highlights the Importance of Quality, Flexibility, and Selectivity By David Miller, Co-Founder and Chief Investment Officer, Catalyst Capital Advisors LLC and Rational Advisors, Inc. Macro Outlook We expect the macro environment over the coming quarter to remain defined by growth at roughly 3% acceleration in Gross Domestic Product (GDP), persistent […]

Q4 2025 Market Outlook

The Macro View: As U.S. Growth Slows, Is a Soft Landing in Sight? By David Miller, Co-Founder and Chief Investment Officer, Catalyst Capital Advisors LLC and Rational Advisors, Inc. The U.S. economy is gradually slowing from the strong post-pandemic expansion, with GDP growth expected to moderate in the fourth quarter as tighter financial conditions and […]