by Brian Jacobs | Jun 27, 2025 | Blog, Investment Concepts
In a prior post, Fixed Income: Coupon is King, we explored the long-term return profile of the Bloomberg U.S. Aggregate Bond Index (the “Agg”). One of the more surprising takeaways was just how modest the Agg’s outperformance has been relative to...
by JD Gardner | Jun 3, 2025 | Market Updates
There’s noise… so much noise. The headlines, data, and stuff that just don’t matter bombard investors. It’s our own dang fault. The noise only exists because there’s demand for it. Investors click on the bait and even make decisions off the emotions triggered by the...
by Aptus PM Team | May 30, 2025 | Blog, Bonds
While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to the fiscal backdrop of the US government. It comes as no surprise that the weighted average cost of our government debt has increased...
by Aptus PM Team | May 23, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rising yields and the economy, to earnings and tariffs and valuations. Enjoy! Beckham: Rising yields is not just a U.S....
by Aptus PM Team | May 21, 2025 | Blog, Bonds
Last Friday, Moody’s rating agency lowered the US credit rating from Aaa to Aa1 (their version of AA+). Technically, this doesn’t change the US’s overall credit rating because it was already split-rated AA+. This follows downgrades by S&P in 2011 and Fitch in...
