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…

10 minute read

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?

9 minute read

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…

11 minute read

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…

8 minute read

Market Ethos

The Energy disconnect

August 26, 2024. Market Ethos. While Canadian energy companies have proven resilient, the recent divergence between commodity prices and energy stock performance warrants closer scrutiny.

10 minute read

Market Ethos

Bond buyers can be so sensitive

August 19, 2024. Market Ethos. Bond yields have certainly moved lower during the past month or two, which can be attributed to a couple key…

11 minute read

Market Ethos

Don’t say the ‘R’ word…yet

August 12, 2024. Market Ethos. The economy is slowing, but it's probably way too early to talk recession or even get too excited. The only…

7 minute read

Market Ethos

Patience is a virtue

July 29, 2024. Market Ethos. We discuss one of our portfolio tilts in 2024: the use of equal-weighted U.S. equity exposure. While this portfolio has…

8 minute read

Market Ethos

Why it’s good to be Canadian

July 22, 2024. Market Ethos. With a good amount of energy, gold, and broader commodities built into its composition, the performance of the TSX as…

11 minute read