by John Luke Tyner | Feb 4, 2022 | Blog, Bonds
We’ve had questions on why Treasury Inflation Protected ETFs (TIPS) were down YTD while inflation isn’t really budging. We wanted to provide some color on the topic given the big moves in interest rates and the ongoing debate about inflation. Funds such as...
by John Luke Tyner | Feb 2, 2022 | Blog, Bonds
* Current Rates & the Curve: The front end of the curve continues to feel pressure as economists are now projecting five to seven rate hikes in 2022, and the forwards market forecasts just under five rate hikes by year-end. However, longer-dated interest rates...
by John Luke Tyner | Dec 15, 2021 | Blog, Bonds
Investing Framework, How Are Returns Generated? The Aptus investing methodology revolves around a Yield + Growth +/- Multiple (Expansion/ Contraction) framework. The latter, multiple expansion or contraction, tends to not be fully additive or detractive over...
