Market Ethos

Gold lost its lustre?

November 25, 2024. Market Ethos. Gold has done well this year. However, following the election there was a steep drop in gold prices. We explain…

9 minute read

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.

9 minute read

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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…

15 minute read

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…

8 minute read

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…

8 minute read

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…

8 minute read

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