by Aptus PM Team | Dec 20, 2024 | Market Updates
The team discussed the firm’s outlook for 2025, including investment committee views on the economy, markets, and investment strategy. Key points The team is optimistic about the path forward for stocks, with the path of least resistance appearing...
by David Wagner | Dec 18, 2024 | Market Updates
Aptus Capital Market Outlook: Stocks for the Long Haul? Surely You Can’t Be Serious. I Am, and Don’t Call Me Shirley The movie Airplane! is sophomoric, obvious, predictable, corny, and quite often very funny. And the reason it’s funny is simply because...
by Aptus PM Team | Dec 3, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: The Debate of 2025 Earnings Momentum and...
by JD Gardner | Nov 4, 2024 | Market Updates
It’s the weekend before the election and I want this month’s note to serve as a quick reminder of What Matters. The linked post is from July of this year and we wouldn’t change a word. If you need more election specific commentary, Dave wrote an incredible Election...
by Aptus PM Team | Nov 1, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: Borrowing Costs Going Up One Year from...
by Aptus PM Team | Oct 3, 2024 | Appearances, Market Updates
In this recap, the Aptus Investment Team discussed the market backdrop, strong returns, the Fed’s monetary policy, and the fiscal policy environment. For our expanded thoughts on the quarter, please check out a few additional resources below: Access Q3 2024...
