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
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…
Market Ethos
Steep curves good? Not always
26 January 2026. Market Ethos. If an inverted yield curve can signal a near-term recession, does a steeper curve automatically mean good news? Not so…
Market Ethos
Size matters
19 January 2026. Market Ethos. When it comes to large cap vs small cap it sure feels like big always wins. But the start of…