In Q3 2024, equities were choppy, gold outperformed, and high-risk assets like bitcoin stayed flat. The portfolio underperformed but is expected to recover by year-end,...

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.