Thoughts on Interest Rates

We’ve had a number of questions regarding peak interest rates. Interest rates have of course been a hot topic in 2022… the 4th worst year for government bonds since 1721 has led to an interesting backdrop of uncharted waters. Interest rates can be confusing, and we’ve...

Assessing the Downside

When we think about narratives surrounding slowing economic growth, our job as investors is to translate narrative into number. In other words, if the Federal Reserve continues to hike interest rates, if the housing market gets sluggish, if unemployment starts to...
June 2022: Managing Risk in Today’s Market

June 2022: Managing Risk in Today’s Market

For our Q2 update, you are joined by the Aptus Portfolio Team in our latest webinar: Managing Risk in Today’s Market Speakers: JD Gardner, CFA                  Founder/CIO John Luke Tyner, CFA         Fixed Income Analyst/PM David Wagner III, CFA         Equity...
June 2022: Managing Risk in Today’s Market

May 2022: Talking Stocks and Bonds

We recently recorded a 10 minute call, to talk through the selloff into future opportunity. I was joined by a couple of our expert PMs: John Luke Tyner, CFA          Fixed Income Analyst/PM David Wagner III, CFA          Equity Analyst/PM Key topics covered: Double...