Insights
Market Ethos
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.…
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…
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,…
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…
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,…