Inflation Jitters: A Deeper Look

Have Inflation concerns returned? We’ve long been prepared to move on from the over analysis of monthly inflation data, confident the majority of inflation would prove transitory, leaving investors to focus on economic growth…

Timely PM Updates
1Q24 Review – Decathlon Core Holdings Outperformed in a Strong Market, while a New Portfolio Looks to Capitalize on Changing Market Dynamics

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...

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