Investor Strategy
2024 outlook
December 2023. Investor Strategy. For any Shakespeare lovers, we are in the third act, which we believe will include a recession. We are closer to…
Insights
Market Insights
Getting the big picture right and positioning your investment portfolio appropriately for the macro environment is essential for building long-term wealth. That requires access to the right market intelligence.
Latest Articles
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.
Market Ethos
Land of the rising sun still shining
November 28, 2023. Market Ethos. Earnings expectations for Japanese equities have fallen 25% over the past year, while S&P 2024 earnings forecasts have come down…
Market Ethos
False start for inflation victory lap?
November 20, 2023. Market Ethos. This market rally may run out of steam, becoming more of a turkey rally (American Thanksgiving turkey, that is). Wouldn’t…
Market Ethos
Active versus passive debate: why not both?
November 13, 2023. Market Ethos. The debate between passive and active is not something new. There are strong arguments that can be made for both…
Investor Strategy
Here for a good time, not a long time
November 2023. Investor Strategy. Markets and the economy are adjusting to higher costs & less abundant capital. Changes take time to work through, and could…
Market Ethos
Earnings, trick or treat?
October 30, 2023. Market Ethos. It appears that things are holding up or even improving from a U.S. earnings perspective. We’re encouraged so far, but…
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.
Market Ethos
Land of the rising sun still shining
November 28, 2023. Market Ethos. Earnings expectations for Japanese equities have fallen 25% over the past year, while S&P 2024 earnings forecasts have come down…
Market Ethos
False start for inflation victory lap?
November 20, 2023. Market Ethos. This market rally may run out of steam, becoming more of a turkey rally (American Thanksgiving turkey, that is). Wouldn’t…
Market Ethos
Active versus passive debate: why not both?
November 13, 2023. Market Ethos. The debate between passive and active is not something new. There are strong arguments that can be made for both…
Investor Strategy
Here for a good time, not a long time
November 2023. Investor Strategy. Markets and the economy are adjusting to higher costs & less abundant capital. Changes take time to work through, and could…
Market Ethos
Earnings, trick or treat?
October 30, 2023. Market Ethos. It appears that things are holding up or even improving from a U.S. earnings perspective. We’re encouraged so far, but…
Daily market commentary
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.