by Brian Jacobs | Jul 16, 2024 | Blog, Investment Concepts
In the world of investment strategies, the 60/40 portfolio, with 60% allocated to equities and 40% to Treasuries, is the classic approach aimed at balancing growth and stability. But what if the stability component is less likely to help the next time equities take a...
by John Archbold | Jun 24, 2024 | Blog, Investment Concepts
As we move into the second half of 2024, the outlook appears relatively positive. As we highlighted in last month’s 3 Pointers, when index returns were historically strong the first few months of the year, the remainder of the year also tends to perform well. Economic...
by Aptus PM Team | Jan 5, 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: Joseph: In any given year, the leaders and laggards change but a diversified portfolio can get clients...
by JD Gardner | Oct 9, 2023 | Market Updates
We will build on this note in weeks to come. As you’ve probably heard us say, we think it makes sense to equip portfolios with a stronger engine (stocks), using better brakes (hedges) to stay risk-neutral vs. traditional benchmarks. If you’ve heard us speak...
by Aptus PM Team | Mar 10, 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: Beckham: The high-beta rally to start the year was really weird Source: Piper as of 03.06.23...