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
Turning up the heat
28 September 2026. Market Ethos. Yields are up and markets don’t seem to be bothered, mainly because this yield move is being driven by the…
Market Ethos
Bullion meets Bitcoin
21 September 2026. Market Ethos. Perhaps the biggest commonality between gold and Bitcoin is its confusing behaviour. That may just be the reason they are…
Market Ethos
Looking beyond the yield headlines
14 September 2026. Market Ethos. With government debt service cost globally sitting at about $2 trillion, is this why yields are moving higher and is…