by Marketing | Nov 25, 2023 | Market Notes, Media Notes
TREASURIES-U.S. yields rise as hopes of early 2024 Fed rate cuts ebb
by Aptus PM Team | Nov 7, 2023 | Market Updates
In our recent piece Enhancing Your (Portfolio) Engine, we walked through our logic: Own more stocks, in a risk-neutral way Embrace beta to capture the ups Use volatility to mitigate the downs We think the math behind that combo is a great recipe for successful client...
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 Marketing | Sep 13, 2023 | Market Notes, Media Notes
ISO reliable yield in today’s high-rate environment
by John Luke Tyner | Aug 31, 2023 | Blog, Bonds
Jackson Hole Fed Chair Powell’s message last week at Jackson Hole was direct. The Fed won’t be taking victory laps over inflation just yet. Powell noted “we are navigating by the stars under cloudy skies … we will keep at it until the job is done.” Reminds us...
