by Aptus PM Team | Apr 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: The rotation of trades of Q1 Policy, expectations from the White House, Treasury, and FOMC The state of corporate earnings Portfolio considerations to maximize client outcomes For our expanded...
by Aptus PM Team | Jan 2, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Differentiated Thoughts Market Commentary What Could Derail the Market Positioning Moving Forward Fixed Income Markets For our expanded thoughts on the quarter, check out more resources below. Access Q4 2024...
by Aptus PM Team | Oct 3, 2024 | Appearances, Market Updates
In this recap, the Aptus Investment Team discussed the market backdrop, strong returns, the Fed’s monetary policy, and the fiscal policy environment. For our expanded thoughts on the quarter, please check out a few additional resources below: Access Q3 2024...
by Aptus PM Team | Jul 1, 2024 | Appearances, Market Updates
The S&P has hit 31 new all-time highs so far this year, separation between market caps has continued to grow, bonds still haven’t had their rally in a far-from-normal bear market for fixed income, and all this in an election year. During this update, we...
by Aptus PM Team | Jan 4, 2024 | Appearances, Market Updates
Investors waded into 2023 with fresh scar tissue after 2022, which was a year worth forgetting as the S&P 500 shed 19% and the Nasdaq 100 dropped 33%. “An imminent recession” in 2023 was the consensus view heading into the year, yet this depressed sentiment has...
