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
Earnings surprise again
August 11, 2025. Market Ethos. This has been a good earnings season for both America and Canada, which has helped moved markets higher. Corporations delivered…
Market Ethos
Focus on fundamentals, not fads
July 28, 2025. Market Ethos. Our process focuses on fundamentals and not the fads, and we’re just fine with that.
Market Ethos
Know thyself
July 21, 2025. Market Ethos. This year, and for the past five years, markets have performed very well, but a smooth ride it wasn’t. It’s…