Insights
Market Ethos
Market Ethos
Selling the tip
May 23, 2023. Market Ethos. In this week's Market Ethos, we discuss leaning more towards ‘selling the tip’, or perhaps ‘trimming the tip’. Shorter-term, maybe…
Market Ethos
The market is saying something
May 15, 2023. Market Ethos. When good news fails to lift markets higher, the market is saying something and we should all listen. In the…
Market Ethos
Know when to lean
May 8, 2023. Market Ethos. Any way you slice it, markets have soured a bit, even with a strong bounce following Friday’s labour report. We…
Market Ethos
Take a look under the hood
April 24, 2023. Market Ethos. For market exposure, bigger isn’t always better. In a multi-asset portfolio, we’ve long argued the case that being active can…
Market Ethos
Glass half full… for now
April 17, 2023. Market Ethos. The recent market has been reacting to just about any news as good news: glass half full. With the market…
Market Ethos
Welcome back bonds, maybe
April 10, 2023. Market Ethos. The surprisingly strong economic data that had been the trend for the past few months has started to surprise a…
Market Ethos
Stuck in a moment
March 27, 2023. Market Ethos. Given recession risk and earnings growth risk, we just don’t believe the market is likely to enjoy much multiple expansion.…
Market Ethos
It’s not 2008 all over again
March 20, 2023. Market Ethos. Nobody knows if a recession is a certainty in 2023 or even 2024. For us, best to prepare for it…
Market Ethos
No crystal ball
March 13, 2023. Market Ethos. With the uncertainty of looking that far into the future, long-term historical assumptions are often best. However, in the near…