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
Benefits of going abroad
17 August 2026. Market Ethos. With portfolios heavily U.S. tilted, there are diversification benefits from international which helps reduce portfolio AI exposure risks.
Market Ethos
When index flows meet insider liquidity
10 August 2026. Market Ethos. Large IPOs can create unusual interactions between early shareholders, active investors and index-tracking vehicles. SpaceX provides a timely case study.
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?’…