by Aptus PM Team | Oct 18, 2024 | 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 fit the unfolding puzzle of evidence: Beckham: This week’s retail sales report again showed a steady pace of consumer spending Source: Charles...
by Joseph Sykora | May 9, 2024 | Blog, Investment Concepts
Though certainly not new, private credit has become increasingly topical within investment circles. While the term seems to invoke mystical feelings of IRR (internal rate of return, a metric often cited by fund sponsors) euphoria, at its core, it is simply an...
by Brian Jacobs | Jan 23, 2024 | Blog, Investment Concepts
In a previous post, we outlined how shorter-duration bonds may now present an intriguing opportunity, as they now offer a yield surpassing forecasted inflation, a welcome shift from a decade of near-zero rates. In this post, we’ll outline another reality: while rates...
by Aptus PM Team | Jul 7, 2023 | 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 fit the unfolding puzzle of evidence: John Luke: Mortgage rates are moving higher again Source: YCharts John Luke: but US buyers...
