by Aptus PM Team | Dec 2, 2022 | 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: JL: This year stands alone in modern history, for its combination of stock / bond weakness Data as...
by Aptus PM Team | Nov 8, 2022 | Most Read, Rebalance Rationales
“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September. Source: BAML. As of 09/30/22 It has...
by Aptus PM Team | Oct 14, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Looking out at some possible ranges for CPI over the next 3-6 months Data as of 10.12.2022 ...
by David Wagner | Sep 5, 2022 | Blog, Market Updates
Developments Over the Past Month As the summer comes to a close, it’s worth looking back to Memorial Day for perspective. Equities have been largely flattish and extremely volatile since late May, credit spreads have been flattish, bond yields have trended...
by David Wagner | Aug 8, 2022 | Blog, Macro Updates
Simply put, most market pundits were probably too pessimistic on the future earnings picture in the U.S. – at least for this quarter. I believe that corporate earnings surprised a lot of people – there was broad-based strength in the Mega-Caps, the most cyclical areas...
