Insights
Market Ethos
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…
Market Ethos
The hedge debate
June 23, 2025. Market Ethos. After the U.S. dollar (USD) lost about 5% of its value relative to the Canadian dollar (CAD) so far this…
Market Ethos
Mind the cap
June 16, 2025. Market Ethos. We have largely avoided discussing small or mid caps, but thought this would be a good time to dive back…
Market Ethos
Risky business
June 9, 2025. Market Ethos. One would think a playground fight (on X) between the president and the world’s richest man would have negative implications.…
Market Ethos
Wobbly
May 20, 2025. Market Ethos. The April correction was caused by policy, or rather changing policy.
Market Ethos
New tune or same old dance?
May 12, 2025. Market Ethos. Could we be entering a long period of international outperformance vs the U.S.? The setup is in place, but it…
Market Ethos
Corrections come in different shapes and sizes
April 28, 2025. Market Ethos. Recency bias is even more elevated than normal due to the recent periods of market weakness. We don’t believe this…