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 | 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 28, 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: Fastest monetary tightening in decades Source: Bianco as of 10.25.2022 John Luke: and...
by Aptus PM Team | Oct 21, 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: “Unprecedented” has been the word of the year in markets, pushing for another here as we reach 12...
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 ...
