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
Not too hot, not too cold
September 29, 2025. Market Ethos. Despite the dramatic headlines, the real drivers of markets are kind of middling, not too hot or too cold.
Market Ethos
Gold: bull(ion)s vs bears
September 22, 2025. Market Ethos. As long-term holders of gold, for long-term reasons, we likely will always have some exposure. But with these kinds of…
Market Ethos
Springtime for emerging markets
Emerging markets (EM), on a global equity market capitalization basis, represent between 10-15%. This is not small, but also not huge — making it easy…