by Aptus PM Team | Aug 2, 2023 | Rebalance Rationales
The first half of 2023 was wild, and far from most expectations. Risk assets sold off during the Silicon Valley Bank collapse in March, then rose just as quickly. Through its resolution, and onto the First Republic collapse and fears of the Debt Ceiling debate, a...
by Aptus PM Team | Apr 25, 2023 | Rebalance Rationales
The first quarter of 2023 started out with a bang. Q1 experienced what felt like three distinct market cycles condensed into three months. January experienced a perceived “Soft Landing” where inflation was seen as falling quickly while the economic data was on the...
