by John Luke Tyner | Mar 8, 2021 | Blog, Fixed Income
One question we’ve gotten a lot recently is how can investors position portfolios if we see some inflationary pressure… are Treasury Inflation-Protected Securities (TIPS) a good idea? What are TIPS? Straight from the Treasury… “The principal of a TIPS increases with...
by John Luke Tyner | Feb 24, 2021 | Blog, Fixed Income
As advisors often see, high-income investors love municipal bonds. And for the most part we’ve shared that love. Tax-favored income and low correlation to equities, what’s not to love? But it seems investors are piling in with little regard for price, even with...
by John Luke Tyner | Feb 18, 2021 | Blog, Fixed Income
Convertible Bonds experienced an incredible 2020 and start to 2021. The Bloomberg Convertible Index outperformed both the S&P 500 and Nasdaq indices in 2020. We can’t mention CB’s without highlighting Tesla which attributed approximately half of the 2020...
by Aptus PM Team | Nov 30, 2020 | Blog, Fixed Income
Investors that took advantage of the blowout in credit spreads back in March have seen incredible gains from the bottom. The credit markets experienced a liquidity freeze like never before, prior to the Fed’s announcement of off-balance sheet facilities. Established...
by Aptus PM Team | Aug 28, 2020 | Blog, Fixed Income
As we think about economics from a high level it is arguably one of the most interesting and misunderstood topics we face as investors and humans. It is truly the crossroads of man’s two most influential ideas on civilization…what is the best way people and money...
by Aptus PM Team | Jul 30, 2020 | Blog, Fixed Income
We have the privilege to receive modeled portfolios from advisors all over. They vary in risk tolerance and philosophy although most have some degree of blending passive and active/ tactical management. With each portfolio, we get a strong understanding of the...
