Aptus Q1 2023 Market Update “March Madness”

by | Mar 30, 2023 | Appearances, Portfolios, Webinar

Powell may have gone to Princeton but his chances of a soft landing might not be the same Cinderella story as their basketball team…

We’ve seen collateral damage from recent Fed policy, driving volatility in financial stocks. Inflation continues to remain elevated. Now a pretty big divergence between what the market is pricing in vs. FOMC monetary guidance. Yet, we sit here at quarter end with the S&P up close to 4% YTD and the Nasdaq up 20% from the October lows.

Our investment team talked through how to make sense of Q1 market events, our outlook, and portfolio considerations going into Q2.


Panelists include:

JD Gardner, CFA, CMT

David Wagner III, CFA

John Luke Tyner, CFA

James Yahoudy, CFP®

To review the slides from our presentation please follow this link





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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