Insights
Market Ethos
Market Ethos
Bonds: Where’s the love?
November 18, 2024. Market Ethos. Investors have been piling into all-equity one-ticket solutions. Call it performance chasing perhaps. However, the all-equity approach may prove challenging.
Market Ethos
Déjà vu: 2.0
November 11, 2024. Market Ethos. The markets are enjoying the election results as a big piece of uncertainty has now been removed. This may well…
Market Ethos
The hedge conundrum
October 28, 2024. Market Ethos. USD exposure is a natural diversifier for Canadians as it most often behaves as a safe haven currency. Is the…
Market Ethos
Elections: only certainty is uncertainty
October 21, 2024. Market Ethos. Markets have moved higher over the past couple months, with decent economic and inflation news as the tailwinds. But if…
Market Ethos
All eyes on earnings
October 15, 2024. Market Ethos. As we head into Q3 earnings season, all eyes are on margins given cooling inflation and cooling cost inflation. Global…
Market Ethos
Will China’s adrenaline shots work?
September 30, 2024. Market Ethos. Following a global market rally spurred by a recent Fed rate cut, China introduced a significant stimulus package to counter…
Market Ethos
Dividends are cool again
September 23, 2024. Market Ethos. Dividends have enjoyed a strong catch-up trade since the end of June. Where do we go from here?
Market Ethos
Where to next?
September 16, 2024. Market Ethos. The reversal of cash allocation as central banks cut short-term rates could see healthy flows into the market, meaning more…
Market Ethos
Be prepared: Have your portfolio playbook ready
September 9, 2024. Market Ethos. In this Ethos, we share a bit of our process for being prepared for potential outlier events and how we…