by Aptus PM Team | Feb 7, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
by Aptus PM Team | Feb 3, 2023 | 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: John Luke: One could make the case that wage growth is receding from its highs Data as of...
by Aptus PM Team | Feb 2, 2023 | Blog, Bonds
As expected, the Fed hiked 25bps to the 4.5%-4.75% range, the eighth hike in a year. The markets experienced a pretty large rally following the FOMC meeting & presser. Stocks moved higher and yields lower as Powell continued to believe a soft landing was very...
by Aptus PM Team | Jan 27, 2023 | 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: Brad: One of the “junkiest” rallies since the Global Financial Crisis, some of the past ones have...
by Aptus PM Team | Jan 20, 2023 | 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: John Luke: It’s great to see actual yield available for the first time since before the financial crisis...
