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
A change in the air
26 October 2026. Market Ethos. The winds have shifted and while we don’t know how long this will last, it’s a sign that market fragility…
Market Ethos
Tracking the AI buildout
19 October 2026. Market Ethos. Given AI's heft, there will likely be a number of oscillations in AI excitement and the market. This could persist…
Market Ethos
Hedging the bubble
13 October 2026. Market Ethos. Is your portfolio leaning into the AI bubble? Bonds might not be a diversifier on a week-to-week or month-to-month basis,…