Market Ethos.
31 October 2022
2022 has not been a fun year to be an investor, an advisor, and – most definitively from personal experience – a portfolio manager. Inflation remains the market’s biggest angst, there is a potential recession of sorts on the horizon, and equity indexes are already well into a bear market. Below are our two scenarios on how things could end; think of it like a ‘choose your own adventure’ book:
Insights
Energy rally sustainable?
April 23, 2024. Market Ethos. How sustainable is the Canadian energy rally? Oil has been the biggest silent outperformer this year. Given the run-up in…
Market Ethos
Don’t count out the loonie
April 15, 2024. Market Ethos. Remember the days when the loonie was on par with the U.S. dollar? After rising into year-end to finish 2023…
Market Ethos
Dividend disruption
April 8, 2024. Market Ethos. What makes this recent bout of underperformance of dividends versus the TSX unique? - Increased popularity of other yield sources…