by Aptus PM Team | Jun 28, 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: Brian: The story of US economic strength has been the growing wealth of the consumer Source: Aptus via...
by Aptus PM Team | Jun 27, 2024 | Blog, Bonds
Higher Neutral Rate Could Lead to Structurally Higher Interest Rates The graphic below shows pricing for forward contracts referencing the five-year interest rate in five years. This gives a proxy for the market’s view of where US rates might end up. ...
by David Wagner | Jun 25, 2024 | Blog, Market Updates
Well, there’s no sugarcoating this one; the first U.S. Presidential Election Debate for the current race will occur later this week. This event will likely jumpstart an onslaught of client questions regarding the election and its effect on the market. Over the...
by John Archbold | Jun 24, 2024 | Blog, Investment Concepts
As we move into the second half of 2024, the outlook appears relatively positive. As we highlighted in last month’s 3 Pointers, when index returns were historically strong the first few months of the year, the remainder of the year also tends to perform well. Economic...
by Aptus PM Team | Jun 21, 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: Bigger stocks have been rewarded with higher valuations Brad: and the dominance of the...
by Brian Jacobs | Jun 17, 2024 | Blog, Investment Concepts
For investors seeking to outpace the standard gains of the broader equity market, leveraging market exposures during favorable conditions presents a compelling strategy. This isn’t just about adding risk, it’s about doing it with a plan; capitalizing on favorable...
