Insights
Market Ethos
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,…
Market Ethos
Plain vanilla is still a good flavour
January 8, 2024. Market Ethos. We explore whether traditional asset allocation will remain the core for most investors, ways to enhance a portfolio given ever-increasing…
Market Ethos
Top 10 Ethos of ‘23
December 18, 2023. Market Ethos. In keeping with our annual tradition, below are our favourite Market Ethos publications of the past year. We review 2023’s…
Market Ethos
Goodbye to ‘buy the dip’?
December 11, 2023. Market Ethos. The ‘buy the dip’ mantra was simple: if the market drops, buy some, even if it falls more. Wait some…
Market Ethos
Land of the rising sun still shining
November 28, 2023. Market Ethos. Earnings expectations for Japanese equities have fallen 25% over the past year, while S&P 2024 earnings forecasts have come down…
Market Ethos
False start for inflation victory lap?
November 20, 2023. Market Ethos. This market rally may run out of steam, becoming more of a turkey rally (American Thanksgiving turkey, that is). Wouldn’t…
Market Ethos
Active versus passive debate: why not both?
November 13, 2023. Market Ethos. The debate between passive and active is not something new. There are strong arguments that can be made for both…