Insights
Market Ethos
Market Ethos
Bullion meets Bitcoin
21 September 2026. Market Ethos. Perhaps the biggest commonality between gold and Bitcoin is its confusing behaviour. That may just be the reason they are…
Market Ethos
Looking beyond the yield headlines
14 September 2026. Market Ethos. With government debt service cost globally sitting at about $2 trillion, is this why yields are moving higher and is…
Market Ethos
Running on credit
31 August 2026. Market Ethos. Increased debt issuance can lead to higher economic activity and lift markets, but at what point is it too much…
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?’…
Market Ethos
The canary and the consumer
20 July 2026. Market Ethos. Today we are going to talk about something equally exciting, the consumer and Canada.
Market Ethos
Don’t put all your dividends in one basket
13 July 2026. Market Ethos. Since bond yields normalized, how you get exposure to dividends really matters.