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
Taking AI Inventory
27 July 2026. Market Ethos. As the market impact of AI becomes more pervasive, every portfolio is exposed, shifting the question from ‘How much AI?’…
Market Ethos
The canary and the consumer
20 July 2026. Market Ethos. Today we are going to talk about something equally exciting, the consumer and Canada.
Market Ethos
Don’t put all your dividends in one basket
13 July 2026. Market Ethos. Since bond yields normalized, how you get exposure to dividends really matters.