Insights
Market Ethos
Market Ethos
Why it’s good to be Canadian
July 22, 2024. Market Ethos. With a good amount of energy, gold, and broader commodities built into its composition, the performance of the TSX as…
Market Ethos
Looking for the line in the sand
July 15, 2024. Market Ethos. With a strong market performance in 2024, where is the line in the sand? For now, softer economic data is…
Market Ethos
Bonds-equities: Diversification is harder to come by
July 8, 2024. Market Ethos. The 2020s have seen a dramatic move higher in correlations between equities and bonds – in both returns and magnitude.…
Market Ethos
Déjà vu
June 25, 2024. Market Ethos. Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen…
Market Ethos
Is inflation beat? Not so fast.
June 17, 2024. Market Ethos. We think inflation might cool more, but counter forces will probably limit the improvements. If the economy reaccelerates, inflation could…
Market Ethos
Everything in moderation
June 10, 2024. Market Ethos. Investors should start to think differently about portfolio construction and diversification. Call it diversifying your diversification.
Market Ethos
Keep calm and carry on
May 27, 2024. Market Ethos. Markets are eerily calm across many different geographies and asset classes like a cottage lake early in the morning. Maybe…
Market Ethos
When bad news is good news
May 21, 2024. Market Ethos. We might be in a unique market mood when bad news is good news. Equity market weakness in April can…
Market Ethos
Getting positive on Emerging Markets
May 14, 2024. Market Ethos. After being cool on emerging markets for a long time, why are we more positive? WWhile we aren't jubilant, we…