Aptus 2023 Halftime Report

by | Jun 29, 2023 | Appearances, Portfolios, Webinar

As we hit the halfway point in the year, investors remain on edge given recessionary worries, persistent inflation, and a slowdown in growth.

Yet, we continue to see leadership in markets driving us into the 11th best start to the year for the S&P since 1928 (as of 6/15/23). Let’s digest what we have seen YTD, topics covered include:

– Inflation to Growth Frustration
– Outlook for rates – Is it time to take on duration?
– The Good, Bad, the Ugly
– Asset Allocation Commentary

 

Panelists include:

David Wagner III, CFA

John Luke Tyner, CFA

James Yahoudy, CFP®

To review the slides from our presentation please follow this link

 

 

 

Disclosure

The opinions expressed during this Webinar are those of the Aptus Capital Advisors Investment Committee and are subject to change without notice. This material is not financial advice or an offer to sell any product. Forward-looking statements are not guaranteed. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.  More information about Aptus investment advisory services can be found in its Form ADV Part 2, which is available upon request.

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