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
Valuations leave little room to stumble
June 30, 2025. Market Ethos. Will the months of uncertainty which is starting to show up in some pockets of economic data also show up…
Market Ethos
The hedge debate
June 23, 2025. Market Ethos. After the U.S. dollar (USD) lost about 5% of its value relative to the Canadian dollar (CAD) so far this…
Market Ethos
Mind the cap
June 16, 2025. Market Ethos. We have largely avoided discussing small or mid caps, but thought this would be a good time to dive back…