Insights
Market Ethos
Market Ethos
Is the other shoe going to drop?
12 October 2022. Market Ethos. This bear market started off in an orderly fashion. Thanks to inflation, central banks hiked rates at speeds not seen…
Market Ethos
Searching for the bottom: it’s all about inflation
26 September 2022. Market Ethos. September has a history of lower returns and higher volatility. Last year was a great year for investors but 2022…
Market Ethos
The stock-bond correlation: it’s not always simple
19 September 2022. Market Ethos. Instead of shooting for the stars, diversify your portfolio by style, geography and most importantly by asset class. The biggest…
Market Ethos
Making ‘cents’ of currency uncertainty
12 September 2022. Market Ethos. In normal times, asset class volatility was a declining range from the most volatile equities, to bonds, and least volatile…
Market Ethos
Let’s talk about risk
29 August 2022. Market Ethos. In the past three years, investors in the TSX have experienced big swings, some of them blindly fast. We cannot…
Market Ethos
Don’t bet on the recent rally
22 August 2022. Market Ethos. Investing is NOT gambling; done right, it involves thoughtful portfolio construction – incorporating objectives with capital market assumptions influenced by…
Market Ethos
Filtering forecasts
16 August 2022. Market Ethos. There is no shortage of forecasts in the financial media. Forecasting is difficult, and as history shows, often not accurate,…
Market Ethos
The future is bright for Japan
July 25, 2022. Market Ethos. Emerging markets have a very strong allure for inclusion into the international equity component of a portfolio. We look at…