by Aptus PM Team | Nov 4, 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: John Luke: Bond markets get credit for being better forecasters than equity investors, but they’ve not...
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 | Oct 4, 2022 | Blog, Market Updates
Developments Over the Past Month Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its commitment to getting inflation under control. As a result, both bonds and stocks sold off sharply....
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 1, 2022 | Blog, Macro Updates
A common misconception in the market is that it is difficult to invest in small-caps due to concerns regarding size and liquidity. Understandably, this could have been the case a few decades ago, but we don’t believe that remains true in today’s world. Over the last...