Latest Blog Posts Market Ethos - Active versus passive debate: why not both? Published Date: 16 November, 2023 Author: RWL The debate is often framed in a binary fashion — either active or passive. Yet from a portfolio-construction perspective, investments... Read more Investor Stategy - Here for a good time, not a long time (November 2023) Published Date: 09 November, 2023 Author: RWL Markets and the economy are gradually adjusting to higher costs of capital (higher yields/rates) and less abundant capital. The process... Read more Market Ethos - Earnings, trick or treat? Published Date: 31 October, 2023 Author: RWL We are about halfway through the U.S. earnings season, with 245 of the S&P 500 companies having already reported. Earnings are backward-looking... Read more Market Ethos - Thematic ETFs: proceed with caution Published Date: 24 October, 2023 Author: RWL The essence of ‘Thematic focused investing’ is, at its core, a really good idea. There is no denying the world changes over time and... Read more Market Ethos - The crowding out effect Published Date: 11 October, 2023 Author: RWL U.S. banks have been buyers of Treasuries in years past. But with short rates so high and unrealized losses on their existing bond... Read more