Insights
Market Ethos
Market Ethos
Taking AI Inventory
27 July 2026. Market Ethos. As the market impact of AI becomes more pervasive, every portfolio is exposed, shifting the question from ‘How much AI?’…
Market Ethos
The canary and the consumer
20 July 2026. Market Ethos. Today we are going to talk about something equally exciting, the consumer and Canada.
Market Ethos
Don’t put all your dividends in one basket
13 July 2026. Market Ethos. Since bond yields normalized, how you get exposure to dividends really matters.
Market Ethos
Dollar drama
29 June 2026. Market Ethos. Big moves are becoming the norm in this market and currency is no exception. Our Canadian Dollar has traded down…
Market Ethos
It’s a buyer’s market
22 June 2026. Market Ethos. Who is actually buying bonds? And as the composition of that buyer base changes, how should we think about yield…
Market Ethos
A tale of three markets
15 June 2026. Market Ethos. We tackle three of the most recurring topics of late.
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…