Market Ethos - Emerging markets: How much, if any, for portfolios Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Apr 18, 2022 What does the next decade, or even the next few quarters or years hold for emerging markets? In this week’s Ethos, we consider valuations, earnings growth, and financial conditions as we look at the investment implications for emerging markets. Click... Read more
Market Ethos - Peak hawkishness Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Apr 11, 2022 In this week’s Ethos, we look at the market’s increasingly hawkish view of the Fed Funds rate and recently announced quantitative tightening, as well as inflation pressures. Click HERE to access the report Read more
Investor Strategy - Volatility in the house Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Apr 05, 2022 In this month’s issue we take a pause from our portfolio construction theme. There has been too much action in the markets to ignore. It is worth taking stock of where March has left us and what could be in store as we begin Q2 2022. With so much action... Read more
Market Ethos - Buy the dip (in bonds?) Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Mar 28, 2022 In this week’s Ethos, we look at the way short duration stances have been rewarded by the market recently. While credit spreads have risen so far in 2022, the lower duration factor has helped most vehicles hold up ok during the bond sell-off. Click HERE... Read more
Market Ethos - Lift off Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Mar 21, 2022 The central bank has finally raised rates. In this week’s Ethos, we look at how the bond market might react to the hike, its impact on equity markets, and the complexity of rising rates in an inflationary environment. Click HERE to access the report Read more
Market Ethos - This is chess, not checkers Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Mar 14, 2022 In today’s Ethos, we are reminded when markets are vulnerable, they tend to overreact to both good and bad news. We also consider the tailwind commodity prices have been for the TSX, consequences of an oil spike, and the potentially challenging earnings... Read more
Investor Strategy - Portfolio Construction Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Phil Kwon on Mar 08, 2022 While there is no shortage of activity in the world of markets and geopolitics, this month we focus on the act of portfolio construction. After a February market recap, in the first of a series on the subject, we start from the top down looking at how... Read more
Market Ethos- Correction Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 28, 2022 today’s Ethos, we discuss the markets entering correction territory. Corrections are normal. We remind ourselves of this by looking at their history over the last 70 years. Does this mean it’s time to load up? Not so fast. Join us in looking at current... Read more
Market Ethos - Great fundamentals, for now Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 24, 2022 In today’s Ethos, we look a look at market fundamentals from the past quarter including earnings, operating margins, and valuations. We also look at where the dollar goes from here and investment implications. Click HERE to access the report Read more
Market Ethos - 2% Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 14, 2022 In today’s Ethos, we look at the significance of breaking the U.S. 10-year treasury yield of 2%. We also share our thoughts on the path for supply/demand imbalance, changing inflationary mindsets, and moving break-even points, before wrapping up with... Read more