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Watch our 2Q24 Quarterly Q&A with the Portfolio Managers:
Read our 2Q24 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
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…
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…
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…
May 2, 2024 | FIRESIDE CHARTS
Earnings season is well underway, and thus far, the data has exceeded expectations. This may be partially explained by an unexpected surge in consumer spending in March, following a weak start to the…
April 26, 2024 | FIRESIDE CHARTS
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…
April 18, 2024 | FIRESIDE CHARTS
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…
April 17, 2024 | COMMENTARY
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…
April 4, 2024 | FIRESIDE CHARTS
The U.S. economy continues to stand out relative to its developed world peers, despite sending many mixed messages. Consumers are still spending but, in addition to higher credit card debt, they are…
March 15, 2024 | FIRESIDE CHARTS
The Consumer Price Index (CPI) for February rose in-line with expectations, but the headline number remains higher than the Federal Reserve’s target and there remain some concerning readings under the…
February 23, 2024 | FIRESIDE CHARTS
It may be too early to claim victory on inflation. Higher than anticipated inflation in shelter pushed up core inflation more than expected, but that wasn’t the only concerning category in the report…
February 16, 2024 | FIRESIDE CHARTS
It may be too early to claim victory on inflation. Higher than anticipated inflation in shelter pushed up core inflation more than expected, but that wasn’t the only concerning category in the report…
February 2, 2024 | FIRESIDE CHARTS
The U.S. economy continues to defy expectations. January’s non-farm payrolls report smashed expectations and December’s report was revised higher. Productivity growth in the fourth quarter was higher…
January 29, 2024 | ECONOMICS & INVESTING
For much of 2023, investors were leery of holding traditional risk assets given the attractive prospects of riskless cash yielding over 5%, and the poor trailing performance of nearly all cash-flowing assets. While the recent decline in rates…
January 26, 2024 | FIRESIDE CHARTS
Consumers are perking up as we begin the new year. Sentiment is beginning to turn on the future economic outlook, and consumers are feeling positive about their financial health. Economic momentum…
January 19, 2024 | COMMENTARY
We expect the best opportunities of 2024 to be outside of the largest U.S. companies. This could bode well for active management as it would mean more securities that outperform passive indices rather than less. We are well positioned…
December 29, 2023 | FIRESIDE CHARTS
As we usher in the New Year, it’s an opportune time to reflect on the dynamics of the global economy and the financial markets. In this post, we’ll take a step back to explore seven charts that we’re…
December 18, 2023 |
As you continue to have more and more conversations in your daily life (work and otherwise) about Artificial Intelligence, you may need help leveling up your basic understanding of foundational AI concepts. Check out these infographics…
December 12, 2023 | COMMENTARY
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.
December 8, 2023 | FIRESIDE CHARTS
November’s market rally has investors feeling bullish again. A string of constructive economic data has sent interest rates lower and stocks higher. Recent data indicates that the labor market is…
November 28, 2023 |
Staying abreast of the cutting-edge tools and products available can seem daunting in the rapidly evolving world of artificial intelligence (AI). In this guide, we’ll attempt to demystify two well-known AI tools, ChatGPT and MidJourney.
November 14, 2023 |
With the sudden onslaught of new artificial intelligence-based applications and tools, many managers may now be marketing their strategies as using “artificial intelligence” or machine learning. The following questions could…
November 10, 2023 | FIRESIDE CHARTS
Happy Veterans Day! Labor productivity increased more than expected in the third quarter, as the economy continues to digest pandemic era disruptions. The labor market is weakening, unfortunately this…
November 1, 2023 | COMMENTARY
Artificial Intelligence as an investment concept has exploded this year with the increasing commercialization of products like Chat GPT and Dall-E. As companies and consumers have adapted the new technologies, the SEC is…
October 27, 2023 | FIRESIDE CHARTS
U.S. Gross Domestic Product (GDP) grew at an annualized rate of 4.9% in the third quarter. The core personal consumption expenditures (PCE) index, the Federal Reserves preferred gauge of inflation…