Insights
Market Ethos
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…
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…
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…
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?
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…
Market Ethos
Be prepared: Have your portfolio playbook ready
September 9, 2024. Market Ethos. In this Ethos, we share a bit of our process for being prepared for potential outlier events and how we…
Market Ethos
The Energy disconnect
August 26, 2024. Market Ethos. While Canadian energy companies have proven resilient, the recent divergence between commodity prices and energy stock performance warrants closer scrutiny.
Market Ethos
Bond buyers can be so sensitive
August 19, 2024. Market Ethos. Bond yields have certainly moved lower during the past month or two, which can be attributed to a couple key…
Market Ethos
Don’t say the ‘R’ word…yet
August 12, 2024. Market Ethos. The economy is slowing, but it's probably way too early to talk recession or even get too excited. The only…