Insights

Looking for yield in all the right places

February 26, 2024. Market Ethos. Which is best: cash, GICs or bonds? Higher yields, from cash, to GICs, to bonds, even to dividend-paying equities has…

16 minute read

fragile and risky rope suspension bridge

Insights

The market’s not broken … just riskier

The shift from active management to passive has been applying steady selling pressure. This, combined with the U.S. equity market outperformance has distorted global #equitymarkets.…

10 minute read

Market Ethos

Too much of a good thing?

February 12, 2024. Market Ethos. Where is this recession that has been the talk of the town for the past year or even longer? It…

7 minute read

Market Ethos

Evaluating valuations

January 29, 2024. Market Ethos. In this week's Ethos, we look at why valuations still matter – even in this market. In the long run,…

14 minute read

Market Ethos

Market mood swings

January 22, 2024. Market Ethos. It is really challenging to gauge the mood of the market, or more specifically, the direction in which the mood…

21 minute read

Market Ethos

Things aren’t always as they seem

January 15, 2024. Market Ethos. We love a simple causal relationship – but it’s challenging to find causation in the economy or markets. This week,…

17 minute read

Market Ethos

Plain vanilla is still a good flavour

January 8, 2024. Market Ethos. We explore whether traditional asset allocation will remain the core for most investors, ways to enhance a portfolio given ever-increasing…

21 minute read

Market Ethos

Top 10 Ethos of ‘23

December 18, 2023. Market Ethos. In keeping with our annual tradition, below are our favourite Market Ethos publications of the past year. We review 2023’s…

12 minute read

Market Ethos

Goodbye to ‘buy the dip’?

December 11, 2023. Market Ethos. The ‘buy the dip’ mantra was simple: if the market drops, buy some, even if it falls more. Wait some…

16 minute read