Insights
Market Ethos
Market Ethos
Pumpkin spice on the horizon
August 14, 2023. Market Ethos. We're seeing seasonality as we near that time of year – not just pumpkin spice everything, but also seasonal trends…
Market Ethos
Making sense of consensus: Economists vs analysts
August 8, 2023. Market Ethos. Consensus analysts are optimistic about the future of corporate earnings while views from economists paint a much more tempered path…
Market Ethos
Special FX
July 24, 2023. Market Ethos. We look at the strength of the U.S. and Canadian dollar. Longer-term considerations like valuation measures such as purchasing power…
Market Ethos
Style Post-Mortem: Learnings from 2022
July 17, 2023. Market Ethos. With the benefit of hindsight, our post-mortem dives deep into previous portfolio decisions, what drove our value/dividend tilt in 2022…
Market Ethos
Labour market still strong
July 10, 2023. Market Ethos. The labour market is relatively healthy on the surface. But don’t forget, labour lags. And many of the underlying data…
Market Ethos
Dancing sober rarely lasts
June 26, 2023. Market Ethos. If the punch bowl is stimulus, it is safe to say that over the past number of years the market…
Market Ethos
What’s driving dividend divergence?
June 19, 2023. Market Ethos. This week, we are diving into the dividend space. Growth is by far the best-performing factor this year, but looking…
Market Ethos
It’s priced in…or is it?
June 12, 2023. Market Ethos. This is an interesting time for investing. Parts of the market are rich with euphoria and are paying no mind…
Market Ethos
Going for gold
May 29, 2023. Market Ethos. Gold remains a stone throw from a key resistance level despite cooling inflation and higher yields. If a recession is…