by Aptus PM Team | Aug 12, 2021 | Blog
The U.S. CPI rose +0.5% m/m and 5.4% y/y in July. The core (ex food & energy) CPI rose +0.3% m/m and 4.3% y/y. While these numbers are more moderate vs. recent months, bottlenecks remain in the economy (consumers & businesses continue to report inflation...
by Aptus PM Team | Aug 4, 2021 | Rebalance Rationales
Our yield + growth framework drives the majority of decisions – both at the asset class level and the security level. We continue to believe international equity is deserving of a spot within a portfolio given the market’s backdrop. International’s y + g...
by Aptus PM Team | Aug 3, 2021 | Process Papers
“The opportunity to create economic value through creating sustainable, societal value will be one of the most powerful forces driving growth in the global economy.” Michael Porter The ESG industry has grown and changed – we believe that it has moved...
by Aptus PM Team | Jul 6, 2021 | Rebalance Rationales
Properly Adjusting Portfolios for Potential Inflation As the inflation narrative has been front and center following record fiscal and monetary influence from global governments, inflation fears have crept back into markets for the first time in almost a...
by Aptus PM Team | Apr 16, 2021 | Market Updates
Just a few things had investor attention in Q1, among them… The inauguration of President Biden A blowout earnings season The emergence of meme stocks and our introduction to an online trader nicknamed Roaring Kitty A near endless supply of new SPACs Incipient...
