by David Wagner | May 11, 2022 | Blog, Macro Updates, Market Updates
I’ll start off by reposting JD’s message from the most recent monthly note – it’s a must read on how to mentally handle the current volatility – Thinking Well. Two Parts today: Assessing the Market Carnage and Volatility in the Market, and Some Firepower to Help...
by David Wagner | Mar 9, 2022 | Blog, Macro Updates
It’s no secret that the underlying market dynamics have changed over the past month due to geopolitical forces potentially causing a slowdown in global growth. In our 2022 Market Outlook, we told investors to focus on growth because we knew that we’d get some type of...
by David Wagner | Feb 28, 2022 | Blog, Macro Updates
Update on Russia/Ukraine Asset Allocation Implications: How might the current geopolitical tension between Russia and Ukraine impact a client’s asset allocation? Yes; the simple answer would be that we’ve seen substantial volatility in the equity markets –...
by John Luke Tyner | Feb 10, 2022 | Blog, Bonds
From a risk-premia perspective, equities and high yield both provide exposure to corporate earnings, albeit in a different manner. While equity is a purer exposure to corporate profits, high yield provides exposure to default risk. Source: Cornerstone Macro. As of...
by Aptus PM Team | Feb 2, 2022 | Blog, Market Reviews
Developments over the Past Month: Monthly Recap: We’ve seen big moves in equities to start the year. This has been the worst January for the S&P 500 since 2009 while at the same time it’s been the best start to the year for Value stocks in decades. We expect...
