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…

7 minute read

Market Ethos

Patience is a virtue

July 29, 2024. Market Ethos. We discuss one of our portfolio tilts in 2024: the use of equal-weighted U.S. equity exposure. While this portfolio has…

8 minute read

Market Ethos

Why it’s good to be Canadian

July 22, 2024. Market Ethos. With a good amount of energy, gold, and broader commodities built into its composition, the performance of the TSX as…

11 minute read

Market Ethos

Looking for the line in the sand

July 15, 2024. Market Ethos. With a strong market performance in 2024, where is the line in the sand? For now, softer economic data is…

10 minute read

Market Ethos

Bonds-equities: Diversification is harder to come by

July 8, 2024. Market Ethos. The 2020s have seen a dramatic move higher in correlations between equities and bonds – in both returns and magnitude.…

14 minute read

Market Ethos

Déjà vu

June 25, 2024. Market Ethos. Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen…

11 minute read

Market Ethos

Is inflation beat? Not so fast.

June 17, 2024. Market Ethos. We think inflation might cool more, but counter forces will probably limit the improvements. If the economy reaccelerates, inflation could…

10 minute read

Market Ethos

Everything in moderation

June 10, 2024. Market Ethos. Investors should start to think differently about portfolio construction and diversification. Call it diversifying your diversification.

12 minute read

Market Ethos

Keep calm and carry on

May 27, 2024. Market Ethos. Markets are eerily calm across many different geographies and asset classes like a cottage lake early in the morning. Maybe…

9 minute read