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
Opportunity knocks
February 18, 2025. Market Ethos. Will tariffs, or the threat of tariffs, trigger more inflation or cause markets to fall?
Market Ethos
Not all that glitters is gold
February 10, 2025. Market Ethos. With commodities having limited inflation protection, gold appears better off, but for how long?
Market Ethos
Deal-making on the rise
January 27, 2025. Market Ethos. Merger and acquisition activity has been low over the past few years, but there are signs of improvement as headwinds…