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:
Market Ethos
AI’s wild ride
November 24, 2025. Market Ethos. The AI bubble will likely continue to inflate, but we would not be surprised to see an increasing frequency of…
Market Ethos
Faster isn’t always better
November 17, 2025. Market Ethos. The impact of rates, tariffs and uncertainty slowly make their way into the economy and company earnings. Impatience bias isn’t…
Market Ethos
Headlines versus reality
November 10, 2025. Market Ethos. It does feel that when markets are down, they tend to be more negative and when markets are up, more…