by Aptus PM Team | Jul 26, 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: Brad: Smaller stocks are still lagging their historical recovery pace Dave: but they sure...
by John Luke Tyner | Jul 26, 2024 | Blog, Bonds
Real Rates… Was the Post-GFC Period the Anomaly? The current real rate (interest rate adjusted for inflation) sits around 2.93%, which is the highest level since 2007. However, the post-financial crisis real rate period, shown in red, was not a “normal” period....
by David Wagner | Jul 23, 2024 | Blog, Macro Updates
Multiple clients have asked for thoughts regarding President Joe Biden’s exit from the upcoming election, and its effect on the markets (I hear that “investor” listed at the top is pretty cool). As many of you know, these musings are like a piano...
by Brian Jacobs | Jul 23, 2024 | Blog, Investment Concepts
When investing in investment-grade bonds, many investors might be surprised to learn that the vast majority of returns come from coupon payments rather than price appreciation. Historically, 99% of the return of the Bloomberg Aggregate Bond Index can be attributed to...
by Aptus PM Team | Jul 19, 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: John Luke: We’re seeing a bump in market volatility but still a very tame year, with no 2% drops since...
by Brian Jacobs | Jul 16, 2024 | Blog, Investment Concepts
In the world of investment strategies, the 60/40 portfolio, with 60% allocated to equities and 40% to Treasuries, is the classic approach aimed at balancing growth and stability. But what if the stability component is less likely to help the next time equities take a...
