Market Ethos

Balancing risk(y business) and return

January 30, 2023. Everyone understands returns (especially when they're negative), but what about risk? In this latest issue of Market Ethos, we explore investor characteristics…

2 minute read

Market Ethos

A warning from Wile E. Coyote

23 January 2023. Markets, like Wile E. Coyote, can be singularly focused on one thing (inflation) that they can be oblivious to approaching danger (recession).…

2 minute read

Market Ethos

Are dividends on a power play?

16 January 2023. Investors love dividends – less volatility provides income to the investor. Dividend-focused allocations should remain a core for Canadians' portfolios, but the…

2 minute read

Market Ethos

The Labour Curveball

9 January 2023. To put it bluntly, 2023 is lining up to be one confusing year. Inflation, the path of central banks, the economy and,…

3 minute read

Market Ethos

The year in review: Top 10 Market Ethos of 2022

19 December 2022. As the year wraps up and we review the data, it’s interesting to look back over past releases to see our thoughts…

2 minute read

Market Ethos

Data, schmata… what’s in a number anyway?

12 December 2022. This is a big week, with the release of the latest U.S. inflation number. While the decrease of CPI is already priced…

2 minute read

Market Ethos

Do we believe in a Santa Claus rally?

November 28, 2022. With the TSX and S&P 500 charging ahead by 6% and 8% respectively in October, and up 5% and 4% so far…

2 minute read

Market Ethos

Morphing Market

November 21, 2022. This week’s Ethos is an excerpt from an upcoming in-depth report entitled ‘Preparing for the next bull.’ At some point this bear…

2 minute read

speech and action bubble

Market Ethos

Kapow!!

14 November 2022. Well, that was a day! A better-than-expected U.S. CPI (inflation) print kicked off the largest one-day rally the market has seen since…

3 minute read