by Aptus PM Team | Nov 7, 2023 | Market Updates
In our recent piece Enhancing Your (Portfolio) Engine, we walked through our logic: Own more stocks, in a risk-neutral way Embrace beta to capture the ups Use volatility to mitigate the downs We think the math behind that combo is a great recipe for successful client...
by Aptus PM Team | Oct 27, 2023 | 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: Investors are banking on a new period of earnings growth once this earnings trough is completed...
by John Luke Tyner | Oct 25, 2023 | Blog, Bonds
Probable Fed Pause in November Fed Chair Powell’s commentary last week pointed to the relentless rise in longer-dated Treasury yields that was creating an environment of tighter financial conditions. This should help do some of the Fed’s work and allow them to...
by Aptus PM Team | Oct 20, 2023 | 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: John Luke: September retail sales were too hot for the bond market’s liking, with the weakness spilling...
by Aptus PM Team | Oct 20, 2023 | Blog, Financial Planning
Good reminder that bonds are not always the “safe” asset we all want them to be. A recent Content Hub post from JD, thought it made sense to share in case you missed… We talk constantly about the two main risks we help advisors defend against:...
