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
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April 28, 2025. Market Ethos. Recency bias is even more elevated than normal due to the recent periods of market weakness. We don’t believe this…
Market Ethos
On again, off again
April 21, 2025 - We are not in the recession camp, but we could see markets creating a deeper buying opportunity if those fears ramp…