by Aptus PM Team | Jan 2, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Differentiated Thoughts Market Commentary What Could Derail the Market Positioning Moving Forward Fixed Income Markets For our expanded thoughts on the quarter, check out more resources below. Access Q4 2024...
by Aptus PM Team | Dec 27, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Beckham: Inflation has made it back to the general range accepted by most central bankers Data as of...
by Aptus PM Team | Dec 20, 2024 | Market Updates
The team discussed the firm’s outlook for 2025, including investment committee views on the economy, markets, and investment strategy. Key points The team is optimistic about the path forward for stocks, with the path of least resistance appearing...
by Aptus PM Team | Dec 18, 2024 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to provide equity exposure to a carefully selected group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations...
by Aptus PM Team | Dec 17, 2024 | Equity Case Studies, Equity Research, Research Reports
Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case Study JPMorgan Chase & Co. (JPM) Case Study...
