Insights
Market Ethos
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…
Market Ethos
Inflation risks are adding up
August 18, 2025. Market Ethos. Reducing rates, adding more fiscal stimulus in the Big Beautiful Bill, and the impact of tariffs — inflation risks are…
Market Ethos
Earnings surprise again
August 11, 2025. Market Ethos. This has been a good earnings season for both America and Canada, which has helped moved markets higher. Corporations delivered…
Market Ethos
Focus on fundamentals, not fads
July 28, 2025. Market Ethos. Our process focuses on fundamentals and not the fads, and we’re just fine with that.
Market Ethos
Know thyself
July 21, 2025. Market Ethos. This year, and for the past five years, markets have performed very well, but a smooth ride it wasn’t. It’s…
Market Ethos
Dividends are back, but exposure matters
July 14, 2025. Market Ethos. What’s not to love about dividend-focused investing? Over the past thirty years, the dividend factor has outperformed the broader index (DJ Canada…
Market Ethos
Valuations leave little room to stumble
June 30, 2025. Market Ethos. Will the months of uncertainty which is starting to show up in some pockets of economic data also show up…