by Aptus PM Team | Nov 30, 2020 | Blog, Fixed Income
Investors that took advantage of the blowout in credit spreads back in March have seen incredible gains from the bottom. The credit markets experienced a liquidity freeze like never before, prior to the Fed’s announcement of off-balance sheet facilities. Established...
by Aptus PM Team | Nov 3, 2020 | Market Updates
Left or right, blue or red, no matter the outcome on November 3rd, or even if there is no outcome on November 3rd, it won’t change the way we view portfolio construction. The source of returns will still be yield, growth, or valuation change. What matters will still...
by Aptus PM Team | Nov 2, 2020 | Market Updates
This year’s election feels unprecedented – that’s because it is. It is coming against the backdrop of a severe recession, a global pandemic, elevated unemployment, and social unrest. Not to mention, in the background of many investors head is the heated 2016...
by Aptus PM Team | Oct 15, 2020 | Market Updates
The Backdrop for the Remainder of 2020 The Good Better Economic Data – Economic data, which lags the stock market, hit rock-bottom as we expected during April and May, but early signs of a recovery have begun to appear. Just look at the jobs data. Better...
by Aptus PM Team | Oct 2, 2020 | Market Updates
Context for our forthcoming Q3 Chart Book, a quick run through some highlights: Global markets rallied in Q3, as both domestic and international stocks posted very healthy returns during the quarter. This past quarter was a tail of two environments, as both July...
