by David Wagner | Feb 7, 2024 | Blog, Macro Updates
As many of you know, we have our ear to the ground with partners across the country – something we are proud to say. Another thing that we are very proud about is bringing Brian Jacobs, CFA on board to help lead us in client and fund development. In fact, today’s...
by Brian Jacobs | Feb 5, 2024 | Blog, Investment Concepts
Which diversifier added to a balanced portfolio at a 10% weight is more likely to result in a portfolio with higher returns and lower volatility? Asset A: Expected annualized return: 4% Annualized standard deviation: 3% Correlation with existing investment:...
by Aptus PM Team | Feb 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: John Luke: Before the FOMC meeting, markets took comfort that Treasury borrowing needs wouldn’t expand in...
by David Wagner | Feb 1, 2024 | Blog, Market Updates
January ‘24 Market Recap → Good Start, Bad Breadth: Despite the S&P 500 rally, the equal-weighted S&P 500 fell 0.7% as breadth narrowed to just 34% (% of stocks ahead of S&P 500), a bottom 3rd percentile in history. The “Nifty 50” gained 3.0%,...
by John Luke Tyner | Feb 1, 2024 | Blog, Bonds
The Fed left the benchmark rate unchanged at 5.25%-5.5%, as was expected. This is the fourth meeting in a row of no action. They did back away from their prior bias to further tightening as inflation has fallen notably over the past year. However, it is still above...
by Aptus PM Team | Jan 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: Brett: Core Personal Consumption Expenditures (PCE) is said to be the Fed’s favorite indicator, and it’s...
