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
China’s FOMO moment
October 27, 2025. Market Ethos. China attracting about 15% of global equity flows is certainly evidence that it has shed the ‘uninvestible’ label. And perhaps…
Market Ethos
Stick to the math
October 20, 2025. Market Ethos. Sometimes, the best opportunities come not from chasing a story, but from stepping back and recognizing the value in what’s…
Market Ethos
Avoiding strikeouts
September 29, 2025. Market Ethos. At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of…