by Aptus PM Team | Jun 6, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy! Tariff Tantrum vs....
by Aptus PM Team | Jun 2, 2025 | Market Updates, Webinar
“Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: Follow Through from April Lows...
by Aptus PM Team | May 30, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings and the economy, to international comps and DC taxes and spending. Enjoy! John Luke: The S&P 500 has developed...
by Aptus PM Team | May 30, 2025 | Blog, Bonds
While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to the fiscal backdrop of the US government. It comes as no surprise that the weighted average cost of our government debt has increased...
by Aptus PM Team | May 29, 2025 | Rebalance Rationales
In this rebalance, we’re tackling a challenge that has become especially acute in recent months: insufficient return potential in bonds. While credit spreads are meant to compensate investors above the risk-free rate of Treasuries, the current compensation is even...
