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
Déjà vu
June 25, 2024. Market Ethos. Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen…
Market Ethos
Is inflation beat? Not so fast.
June 17, 2024. Market Ethos. We think inflation might cool more, but counter forces will probably limit the improvements. If the economy reaccelerates, inflation could…
Market Ethos
Everything in moderation
June 10, 2024. Market Ethos. Investors should start to think differently about portfolio construction and diversification. Call it diversifying your diversification.