by Aptus PM Team | Sep 9, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: Traditional diversification has not helped most portfolios in 2022 Source: PSC as of 09.06...
by David Wagner | Sep 5, 2022 | Blog, Market Updates
Developments Over the Past Month As the summer comes to a close, it’s worth looking back to Memorial Day for perspective. Equities have been largely flattish and extremely volatile since late May, credit spreads have been flattish, bond yields have trended...
by Aptus PM Team | Sep 2, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: The first half of 2022 mostly driven by Fed hikes, but 2nd half looks like an earnings story… Data...
by Aptus PM Team | Aug 26, 2022 | 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 fill the puzzle of evidence: Dave: Where will Fed Funds and CPI intersect? JL: and will the 10 year bond again give us clues to...
by Aptus PM Team | Aug 19, 2022 | 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 fill the puzzle of evidence: Derek: We’ve had quite a bounce in equities since mid-June, how does it compare to previous bear market rallies...