Insights
Market Ethos
Market Ethos
Headlines versus reality
November 10, 2025. Market Ethos. It does feel that when markets are down, they tend to be more negative and when markets are up, more…
Market Ethos
China’s FOMO moment
October 27, 2025. Market Ethos. China attracting about 15% of global equity flows is certainly evidence that it has shed the ‘uninvestible’ label. And perhaps…
Market Ethos
Stick to the math
October 20, 2025. Market Ethos. Sometimes, the best opportunities come not from chasing a story, but from stepping back and recognizing the value in what’s…
Market Ethos
Avoiding strikeouts
September 29, 2025. Market Ethos. At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of…
Market Ethos
Not too hot, not too cold
September 29, 2025. Market Ethos. Despite the dramatic headlines, the real drivers of markets are kind of middling, not too hot or too cold.
Market Ethos
Gold: bull(ion)s vs bears
September 22, 2025. Market Ethos. As long-term holders of gold, for long-term reasons, we likely will always have some exposure. But with these kinds of…
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…