Insights
Market Ethos
Market Ethos
Earnings riding a wave of optimism
The U.S. earnings season is halfway through the Q1 season and it has been good. Earnings probably have more going for them than against them…
Market Ethos
Energy rally sustainable?
April 23, 2024. Market Ethos. How sustainable is the Canadian energy rally? Oil has been the biggest silent outperformer this year. Given the run-up in…
Market Ethos
Don’t count out the loonie
April 15, 2024. Market Ethos. Remember the days when the loonie was on par with the U.S. dollar? After rising into year-end to finish 2023…
Market Ethos
Dividend disruption
April 8, 2024. Market Ethos. What makes this recent bout of underperformance of dividends versus the TSX unique? - Increased popularity of other yield sources…
Market Ethos
Has anyone seen my IPO?
March 25, 2024. Market Ethos. With equity markets strong, there is no shortage of people talking bubbles, but some key ingredients are missing to label…
Market Ethos
Inflation: the long goodbye
March 18, 2024. Market Ethos. With 2024 well underway and equities up, should we be concerned that inflation doesn’t seem to be going quietly into…
Market Ethos
Welcome to the world of gold
March 11, 2024. Market Ethos. Gold vs gold stocks? There is no simple answer to this often-asked question. The price of gold has taken off,…
Market Ethos
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…
Market Ethos
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.…