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 going global
23 February 2026. Market Ethos. It’s anyone’s guess if risk appetites will rise or fall in the coming months, though they’re more likely to fall…
Market Ethos
AI wrecking ball
Market Ethos. 17 February 2026. There is a wrecking ball bouncing from one industry to the next and folks are calling it the “AI Scare…
Market Ethos
Mixed signals
10 February 2026. Market Ethos. The economy is good, earnings growth is good, inflation is fine, this is a good foundation. These are more market…