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
Springtime for emerging markets
Emerging markets (EM), on a global equity market capitalization basis, represent between 10-15%. This is not small, but also not huge — making it easy…
Market Ethos
Cautiously Canadian
September 8, 2025. Market Ethos. We aren’t negative Canada, but we are not nearly as enamoured as we were few quarters ago.
Market Ethos
Hidden risk in risk-free
August 25, 2025. Market Ethos. This week, we take a look at the current state for the U.S. as a rising future risk. We aren't…