by Aptus PM Team | Aug 9, 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: Dave: Stocks moved too, but the movement in the Volatility Index (VIX) was a top-decile event which has...
by Aptus PM Team | Aug 7, 2024 | 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 | Aug 6, 2024 | Blog, Market Updates
Global markets are experiencing notable declines, from challenges within Japan and the yen carry trade unwind. This event appears technical, but we are vigilant in assessing its broader implications. Yen Carry Trade: What is It? The yen carry trade is...
by Aptus PM Team | Aug 5, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: Small caps wake up in July FOMC...
by Aptus PM Team | Aug 2, 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: It only took a week for markets to go from an 11% chance to a 72% chance of 50 bps of rate cuts...
