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Watch our 3Q24 Quarterly Q&A with the Portfolio Managers:
Read our 3Q24 written quarterly commentary:
BCM Decathlon Tactics Strategies
The Decathlon Tactics strategies are global, go-anywhere products that use a quantitative, machine learning-based approach to seek growth opportunities wherever they may be and help preserve capital by managing volatility and timely equity exposure.
Decathlon Javelin Market Neutral
BCM Sector Rotation Strategies
BCM’s Sector Rotation based growth portfolios are built using a quantitatively researched approach and investment rules, and have the ability to get defensive by raising partial or 100% cash equivalents during longer and/or larger market drawdowns.
Offering a pure U.S. sector rotation strategy and sector rotation as part of three diversified portfolios for standalone or smaller account solutions.
The BCM Sector Rotation Flagship Series typically rebalance on a weekly basis and primarily feature the SSgA SPDR® Sector ETFs. Fact sheets are listed below. Fact sheets are listed below. Fact sheets are listed below. Fact sheets are listed
BCM U.S. Sector Rotation | BCM Diversified Equity | BCM Growth | BCM Moderate Growth
The BCM Sector Rotation Monthly Series typically rebalance on a monthly basis and invest primarily in the Fidelity® sector ETFs.
BCM U.S. Sector Rotation (Monthly) Fact Sheet | BCM Diversified Equity (Monthly) Fact Sheet | BCM Growth (Monthly) Fact Sheet |
Market Insights
December 12, 2024 | FIRESIDE CHARTS
The holiday season is in full swing, and Americans are on the move. Thanksgiving set a record for TSA traveler throughput. A “Santa Claus” rally is also well underway, sending prices for risk assets…
November 12, 2024 | FIRESIDE CHARTS
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…
December 17, 2024 | ECONOMICS & INVESTING
AI tools like ChatGPT have wowed us, but are they truly revolutionary like the automobile or television? Learn why current AI models face data and architectural limits, what this means for businesses, and why AI isn’t ready to take over the world—yet.
November 1, 2024 | FIRESIDE CHARTS
Recent economic data has been stronger than expected, sending intermediate and long-term interest rates higher. Gross Domestic Product (GDP) growth in the third quarter remained strong, driven by consumer spending. Business spending remains…
October 25, 2024 | FIRESIDE CHARTS
U.S. markets are pricing in an uptick in inflation, which has many knock-on effects throughout the economy. Mortgage rates are back above 7%, likely spoiling any nascent momentum in the housing market. Small-cap stocks have taken a hit…
October 18, 2024 | FIRESIDE CHARTS
The U.S. consumer is in a league of its own. The recent retail sales report came in higher than expected and alternative data suggests that the strong growth may continue. Household liabilities are on the rise, is this a sign of near-term…
October 11, 2024 | FIRESIDE CHARTS
The S&P 500 is on pace for a historically strong return this year but will need to navigate one more earnings season unscathed. U.S. stock-bond correlations are back in negative territory. Chinese stock markets have entered the “show me” phase…
October 10, 2024 | COMMENTARY
Q3 2024 saw a broad rally driven by small-cap, value stocks, and international markets as central banks cut rates. Looking ahead, caution is shifting focus to selective opportunities in sectors like financials, healthcare, and industrials.
October 2, 2024 | COMMENTARY
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.
September 26, 2024 | FIRESIDE CHARTS
The Chinese government announced a slew of stimulus measures to prop up the economy over the past week. These announcements sent investors—who had largely abandoned China—rushing back to buy stocks. Looser financial conditions in the U.S. may…
September 17, 2024 | FIRESIDE CHARTS
Like most investors, we’re eagerly awaiting the Federal Reserve’s (Fed’s) decision on interest rates. Frankly, it can’t come soon enough — we’re all tired of the endless debate over 25 vs. 50 basis points. I know it’s not Friday but I wanted…
September 12, 2024 | COMMENTARY
The longest continuous yield curve inversion has finally come to an end. Or has it? The answer depends on how you measure it. That’s just one of my gripes with the yield curve inversion as an economic indicator…
September 10, 2024 | COMMENTARY
How can you position your portfolios in preparation for the possible outcomes of the upcoming Fed Decision? There seems to be consensus that the Federal Open Market Committee (the Fed) will pursue one of three leading options…
September 6, 2024 | FIRESIDE CHARTS
The Federal Reserve’s highly restrictive interest rate policy is taking its toll, as interest rate sensitive sectors of the economy are rolling over. The pace of job creation continues to slow but…
September 5, 2024 |
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…
August 22, 2024 | FIRESIDE CHARTS
The Federal Reserve’s focus is shifting from inflation to the labor market as continued economic strength comes into question. Recent revisions have shown that job growth over the past year was not as…
August 16, 2024 | FIRESIDE CHARTS
Volmageddon isn’t what it used to be. Perhaps increased interest in the index has made the VIX an example of Goodhart’s Law—when a measure becomes a target, it ceases to be a good measure. Equities…
August 9, 2024 | FIRESIDE CHARTS
On Sunday night the Bank of Japan (BOJ) unexpectedly raised interest rates, adding fuel to the fire in already skittish equity markets. Investors were on edge after the prior week’s payroll report…
August 6, 2024 | COMMENTARY
After a decade of tech dominance, we’re seeing a major rotation in the market. Large-cap growth stocks, led by giants like Microsoft, have recently been overshadowed as money flows into small-cap value stocks. Over just two weeks following the…
July 30, 2024 | FIRESIDE CHARTS
After a remarkable stretch of outperformance, the magnificent seven are finally taking a break. Recent selling pressure has been concentrated in the largest stocks, dragging the broad indices lower…
July 30, 2024 | ECONOMICS & INVESTING
As the public becomes more informed about artificial intelligence and machine learning, here are our five core principles of responsible use of Artificial Intelligence as it specifically relates to making investment decisions.
July 23, 2024 | COMMENTARY
Over the last decade, the largest tech companies have consistently and significantly outperformed the rest of the market. Last week, seemingly catalyzed by the July 8th CPI report, we saw a complete unwind of the trade…
July 18, 2024 | COMMENTARY
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…
July 12, 2024 | FIRESIDE CHARTS
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…
June 28, 2024 | FIRESIDE CHARTS
Performance of the technology sector vs the broad market is reaching extremes, as investors continue to pile into the momentum trade. Recent price action has been bizarre, with the S&P 500 price…
June 17, 2024 | FIRESIDE CHARTS
The Federal Open Markets Committee (FOMC) left the Federal Funds Rate unchanged in June. The committee also updated their economic projections, which appear stale after a spate of weaker than expected…
June 7, 2024 | FIRESIDE CHARTS
U.S. Nonfarm Payrolls smashed expectations again but there are signs below the surface that the labor market is coming back into balance. A balanced labor market with less employee turnover may allow…
May 23, 2024 | ECONOMICS & INVESTING
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…
May 17, 2024 | FIRESIDE CHARTS
Recent economic data has surprised to the downside, strengthening the case for rate cuts from the Federal Reserve. So far, markets are looking through the near-term weakness as companies’ profit…