2Q24 Market & Strategy Review: Betting on Broadening
By many measures market indices sit at extremes. Concentration and the outperformance of growth stocks are both at historic highs—reminiscent of the tech bubble. While the valuations of the largest companies have expand...
Price Declines, Rising Unemployment, Robust Travel
A surprise decline in the Consumer Price Index (CPI) set off a massive rotation in the equity markets. Only time will tell whether this is a change in trend or a repositioning. The economy clearly isn’t...
VIDEO: Demystifying AI in Asset Management and its Use in the Investment Process
You’ll walk away with a deeper understanding of how AI is being applied to asset management, applying it to investing is more complicated than other applications, what to look for in an AI Asset Manager, and how we apply AI to the investment process.
Wage Growth, Market Breadth, Automation
Slowing wage growth and sticky inflation could become a problem for U.S. consumers. Those at the lower end of the income spectrum are already struggling. As interest rates creep back towards the highs...
The Economy, Supply and Demand, Emerging Markets
Interest rates are moving higher as continued economic strength has tempered the market’s expectations for rate cuts from the Federal Reserve. With less than a week to go until the first advance release...
1Q24 Review – Decathlon Core Holdings Outperformed in a Strong Market, while a New Portfolio Looks to Capitalize on Changing Market Dynamics
The Decathlon strategies had an excellent quarter with all asset allocation models beating their asset mixture benchmarks (on a net and gross basis). This was achieved despite below neutral equity exposure for most of the quarter. Once again...