Market Ethos - Question Time Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Mar 25, 2025 In any given month, there are many questions from advisors and investors, and not surprisingly there is some overlap. So, from time to time, we will use Market Ethos to provide relatively succinct answers to some of these questions. Click HERE to access... Read more
Market Ethos - Markets dislike the flip flop Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Mar 13, 2025 Is this not becoming exhausting? Tariffs on, delayed, on again, softened for autos/agriculture then all delayed again. Our sympathy goes out to the liquor store staff that have to keep removing and restocking the bourbon. It would appear the market is... Read more
Market Ethos - It’s not what you say – it’s how you ask Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Feb 26, 2025 Artificial intelligence (AI) has clearly been a dominant market, economic and workflow theme over the past few years following the proliferation of large language models (LLMs). Some believe it will change our world, others believe it is simply another... Read more
Market Ethos - Opportunity knocks Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Feb 19, 2025 Nobody knows what the market will do next. But sometimes a market can over or under react, creating opportunities where the odds are in your favour. We share our views on the current year in which we expect much more modest overall market returns but... Read more
Market Ethos - Not all that glitters is gold Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 14, 2025 During periods of elevated inflation or higher rates, commodities do tend to perform well, adding value to a portfolio. And that does appear to be the current market environment. However, commodities should not be viewed as a static allocation given long-term... Read more
Investor Strategy: Can’t we all just get along? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Feb 14, 2025 2025 is off to a great start but also with added volatility. The only certainty in this noisy headline driven world is that by the time you read this, things may very well have changed. We continue to believe sudden portfolio reactions to this constantly... Read more
Market Ethos - Deal-making on the rise Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 28, 2025 M&A activity has been low over the past few years given a number of factors from higher yields and confidence. However, there are signs of improvement as headwinds are changing to tailwinds. Click HERE to access the report. Read more
Market Ethos - Let the show begin Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 21, 2025 Trump 2.0 premiers this week and everyone is sure it will be an attention grabber, if the trailers have been any indication. In this Ethos we talk a bit about the likelihood of politically driven volatility and dive into bond yields. At these yield levels... Read more
Market Ethos - Things used to be easier Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 15, 2025 In this Ethos, we explore a different lens for viewing yield solutions for a portfolio. Given most yield-providing allocations are also expected to provide some portfolio defense, we have shared a risk-adjusted yield framework to help consider different... Read more
Investor Strategy: Cheers to 2024! Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 09, 2025 Sometimes not living up to expectations is a good thing. Investors walked into 2024 a little apprehensive, faced with elevated interest rates, lingering inflation, rising global tensions and recession fears. Despite those concerns, markets pushed ahead... Read more