The Election, Interest Rates, Nuclear Energy
Donald Trump is heading back to the White House in 2025. While the outcome was more widely anticipated than in 2016, it still sent waves through financial markets. Stocks hit new all-time highs as interest rates and the dollar rose. The jump in...
With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates?
Why are mortgage rates still stubbornly high despite the Fed easing rates? Understand the potential trajectory of future mortgage rates and explore key factors like housing demand, mortgage rate spreads, and market trends impacting rate movements.
Today’s AI Investment Boom in the Context of History
How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history. Last Thursday, Nvidia...
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...