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
Going for gold
May 29, 2023. Market Ethos. Gold remains a stone throw from a key resistance level despite cooling inflation and higher yields. If a recession is…
Market Ethos
Selling the tip
May 23, 2023. Market Ethos. In this week's Market Ethos, we discuss leaning more towards ‘selling the tip’, or perhaps ‘trimming the tip’. Shorter-term, maybe…
Market Ethos
The market is saying something
May 15, 2023. Market Ethos. When good news fails to lift markets higher, the market is saying something and we should all listen. In the…