Market Ethos
Swimming in oil
12 January 2026. Market Ethos. The world knows that we have too much oil – the market knows this, the forward energy curve knows this,…
Insights
Market Insights
Getting the big picture right and positioning your investment portfolio appropriately for the macro environment is essential for building long-term wealth. That requires access to the right market intelligence.
Latest Articles
Insights
2026 Outlook: Questions on the year ahead
January 2026. Investor Strategy. We reflect on what happened in 2025, and dive into the questions on investors' minds for 2026.
Market Ethos
Ethos rewind: the year’s biggest themes
December 15, 2025. Market Ethos. As is tradition, this final Ethos of the year takes a look back at the most popular editions based on…
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.
Investor Strategy
Finish line in sight
8 December 2025. Investor Strategy. At the moment, lots of market-friendly AI capex spending, decent economic data and somewhat lower rates/yields is providing a pretty…
Market Ethos
Laggards need to join the party
December 1, 2025. Market Ethos. The TSX may enjoy solid returns in 2026, but it is going to be tough, given valuations. To keep the…
Market Ethos
AI’s wild ride
November 24, 2025. Market Ethos. The AI bubble will likely continue to inflate, but we would not be surprised to see an increasing frequency of…
Insights
2026 Outlook: Questions on the year ahead
January 2026. Investor Strategy. We reflect on what happened in 2025, and dive into the questions on investors' minds for 2026.
Market Ethos
Ethos rewind: the year’s biggest themes
December 15, 2025. Market Ethos. As is tradition, this final Ethos of the year takes a look back at the most popular editions based on…
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.
Investor Strategy
Finish line in sight
8 December 2025. Investor Strategy. At the moment, lots of market-friendly AI capex spending, decent economic data and somewhat lower rates/yields is providing a pretty…
Market Ethos
Laggards need to join the party
December 1, 2025. Market Ethos. The TSX may enjoy solid returns in 2026, but it is going to be tough, given valuations. To keep the…
Market Ethos
AI’s wild ride
November 24, 2025. Market Ethos. The AI bubble will likely continue to inflate, but we would not be surprised to see an increasing frequency of…
Daily market commentary
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.