Insights
Market Ethos
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…
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…