Insights
Market Ethos
Market Ethos
Waiting at the train station
23 March 2026. Market Ethos. As hostilities broke out in the Middle East, markets were initially rather resilient. But after three weeks, that resilience is…
Market Ethos
Great Canadian bank run
12 March 2026. Market Ethos. Over the past three decades banks have delivered standout returns. But with valuations pushed higher, the question now is: How…
Market Ethos
Diversification gone awry
9 March 2026. Market Ethos. The market is fragile, and the sudden ramp of geopolitical risk is clearly being felt. While markets have fallen, we’re…
Market Ethos
Earnings going global
23 February 2026. Market Ethos. It’s anyone’s guess if risk appetites will rise or fall in the coming months, though they’re more likely to fall…
Market Ethos
AI wrecking ball
Market Ethos. 17 February 2026. There is a wrecking ball bouncing from one industry to the next and folks are calling it the “AI Scare…
Market Ethos
Mixed signals
10 February 2026. Market Ethos. The economy is good, earnings growth is good, inflation is fine, this is a good foundation. These are more market…
Market Ethos
Steep curves good? Not always
26 January 2026. Market Ethos. If an inverted yield curve can signal a near-term recession, does a steeper curve automatically mean good news? Not so…
Market Ethos
Size matters
19 January 2026. Market Ethos. When it comes to large cap vs small cap it sure feels like big always wins. But the start of…
Market Ethos
Swimming in oil
12 January 2026. Market Ethos. The world knows that we have too much oil – the market knows this, the forward energy curve knows this,…