Insights

Everything in moderation

June 10, 2024. Market Ethos. Investors should start to think differently about portfolio construction and diversification. Call it diversifying your diversification.

12 minute read

Insights

Keep calm and carry on

May 27, 2024. Market Ethos. Markets are eerily calm across many different geographies and asset classes like a cottage lake early in the morning. Maybe…

9 minute read

Insights

When bad news is good news

May 21, 2024. Market Ethos. We might be in a unique market mood when bad news is good news. Equity market weakness in April can…

10 minute read

Market Ethos

Getting positive on Emerging Markets

May 14, 2024. Market Ethos. After being cool on emerging markets for a long time, why are we more positive? WWhile we aren't jubilant, we…

12 minute read

Riding the wave

Insights

Earnings riding a wave of optimism

The U.S. earnings season is halfway through the Q1 season and it has been good. Earnings probably have more going for them than against them…

10 minute read

Insights

Energy rally sustainable?

April 23, 2024. Market Ethos. How sustainable is the Canadian energy rally? Oil has been the biggest silent outperformer this year. Given the run-up in…

9 minute read

Market Ethos

Don’t count out the loonie

April 15, 2024. Market Ethos. Remember the days when the loonie was on par with the U.S. dollar? After rising into year-end to finish 2023…

7 minute read

Market Ethos

Dividend disruption

April 8, 2024. Market Ethos. What makes this recent bout of underperformance of dividends versus the TSX unique? - Increased popularity of other yield sources…

8 minute read

Market Ethos

Has anyone seen my IPO?

March 25, 2024. Market Ethos. With equity markets strong, there is no shortage of people talking bubbles, but some key ingredients are missing to label…

9 minute read