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!
Published: May 2026 CFRIX, RFXIX, and IIXIX are low duration strategies for a volatile rate environment. Duration measures approximately how much a bond’s price will change when interest…
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ResearchMay 5, 2026
Escape the 60/40 Diversification Trap
The Trap Performance Strategy Disclosures MBXIX · MBXAX · MBXCX Download Fact SheetDownload PDF Escape the 60/40 Diversification Trap Exploring Alternatives Like MBXIX Has Never Been More Important…
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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?
Catalyst/Millburn Hedge Strategy Fund Does Your Portfolio Have a Special Teams Unit for When the Offense (Stocks) and Defense (Bonds) Let You Down? Learn How Adding the Catalyst/Millburn…
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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
Published: 4/27/2026 With the Wimbledon & U.S. Open Tennis tournaments generating buzz this summer, we at Catalyst thought, wouldn’t it be great if you had an investment approach…
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Q2 2026 Outlook
ResearchApr 14, 2026
The End of Easy Beta: Navigating a Market That Demands Selectivity
Catalyst Funds Rational Funds Q2 2026 Market Outlook The End of Easy Beta: Navigating a Market That Demands Selectivity A Focus on Macro, Not Momentum Commentary as…
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ResearchApr 7, 2026
Market Cycles Are Inevitable. Volatility in Your Portfolio Doesn’t Have to Be.
Catalyst / Millburn Hedge Strategy Fund Market cycles are inevitable. Volatility in your portfolio doesn't have to be. Bear markets, in our view, reveal the true value of…
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ResearchMar 9, 2026
High Yield Bonds May Be the Missing Piece to Your Portfolio
High Yield Bonds May Be the Missing Piece to Your Portfolio HIIIX Offers Performance Worth Considering The High Yield Bond Difference: Just a 10% Allocation Made a Positive…
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ResearchFeb 11, 2026
As Purchasing Power Slips, Find a Fixed Income Fund that Helps Fill the Gap
As Purchasing Power Slips, Find a Fixed Income Fund that Helps Fill the Gap Three Factors to Look for & How the Catalyst/SMH High Income Fund (HIIIX)…
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Q1 2026 Outlook
ResearchJan 28, 2026
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,…
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In the Press
Recent announcements and recognition.
5 items
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.