Market Ethos - On the Passage of Time Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 10, 2022 Today we reflect on how slowly time passes when markets are in turmoil! Let’s turn away from emotion that can cause portfolio errors at these moments, and embrace some cold, hard data. Valuations are starting to look good, and forward-looking portfolio... Read more
Investor Strategy - Portfolio Construction, continued: Fixed Income Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 02, 2022 This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the markets deserve their splatter of pixels (which we give briefly in the market recap), we focus on the fixed income portion... Read more
Market Ethos - Bonus Edition: Correction goes warp speed Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 02, 2022 In this bonus edition of Ethos, we talk about how the Fed went from being the market’s bestie to that ex-friend who likes to run away with your punch bowl. The speed of equity declines this past week could mean that something, somewhere is broken. We... Read more
Market Ethos - The Loonie: It’s stronger than you think Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Apr 26, 2022 In this week’s Ethos, we look at the appreciation in both the US dollar (USD) and the Canadian loonie (CAD) along with increasing chatter about a commodity super cycle. We consider the near and medium-term impact of this as well implications for investment... Read more
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