The narratives driving much of the action in Q2 2024 were the higher for longer play out of the Fed, in response to inflation, coupled...

The first quarter of 2024 was largely benign in terms of macroeconomic surprises. Jasper Capital is bullish going into Q2 2024.

2023 was a stellar year for Jasper Capital, with the portfolio achieving a net gain of 106.58%.

Summary: Q3 2023 was largely defined by summer chop driven by tempered AI expectations, continuation of a strong labor market, and uncertainty over inflation and...

Summary: Q2 2023 finished roughly in line with expectations as performance across broad assets classes was largely driven by seasonal tailwinds, disinflation, AI, and overweight...

Summary. The bearishness that captured most of 2022 seems to have been shaken off by the commencement of 2023. Seasonal tailwinds coupled with some favorable...