Insights
Market Ethos
Market Ethos
A tale of two consumers
25 May 2026. Market Ethos. While the lower arm of the K-shaped economy is struggling, the upper arm is doing enough to keep total consumer…
Market Ethos
Watching the clock
19 May 2026. Market Ethos. We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the…
Market Ethos
Patience pays off
11 May 2026. Market Ethos. Profits don’t really come from making awesome well-timed trades ahead of the markets’ next gyration; profits come from the sitting…
Market Ethos
Market Q&A
April 27, 2026. Market Ethos. The relative pause in geopolitical changes is an opportunity to switch topics for this Ethos: what are the most recurring…
Market Ethos
Hiding in plain sight
20 April 2026. Market Ethos. Despite the recent roller coaster in equity markets, investors should be happy with returns so far this year.
Market Ethos
The art of discernment
13 April 2026. Market Ethos. The onslaught of headlines has been almost deafening, even terrifying at times, helping drive markets up one day and down…
Market Ethos
Buy the dip … anyone?
30 March 2026. Market Ethos. As the Middle East conflict continues to evolve, this market is starting to become increasingly fragile, and continues to adjust…
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…