Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and share feedback from the trenches. Joining me:
- JD Gardner, CFA, CMT Founder/CIO
- Beckham Wyrick, CFA Equity Analyst/PM
- John Luke Tyner, CFA Fixed Income Analyst/PM
- David Wagner III, CFA Equity Analyst/PM
Key topics covered:
- Equities dominated the first half, why?
- 2nd half: taxes and tapering, what might that do to markets?
- Foreign stocks lag, is there hope?
- Why are yields so low against this inflation backdrop?
- Volatility as an asset class
- Earnings outlook
Was a ton of fun for me, but ultimately for the benefit of the thoughtful advisors who keep us busy supporting their efforts. Full video and transcript below, beware verbal slips and translation typos!
July 2021: Q&A with the Aptus Investment Committee
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