by John Luke Tyner | Aug 1, 2024 | Blog, Bonds
As expected, the Fed kept the funds rate range unchanged at 5.25% – 5.50%, and while the tone of the statement was less hawkish, it didn’t overtly hint that a rate cut in September was a certainty. They did make some substantive changes to the statement...
by Brian Jacobs | Jul 31, 2024 | Blog, Investment Concepts
For many, owning a home is primarily about having a place to live, fundamentally a form of consumption. However, real estate is often viewed as a safe bet for building wealth. While calculating the true returns on a home investment can be complex, especially when...
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...
