Market Ethos - Investors are getting smarter Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Jul 19, 2021 Based on fund & ETF flows, investors did a much better job navigating the 2020 bear / recovery compared to past periods of market turmoil. Capitulation was not as evident and investors started buying into the recovery much sooner than normal. Well done... Read more
Market Ethos - Signal Vs. Noise Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Jul 12, 2021 Is the recent bond market signaling slowing economic growth or is it just noise? In this Ethos we share our view on yields and outlook. Click HERE Read more
Investor Strategy - 2021 Half time Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Jul 05, 2021 2021 is half over and given how markets have advanced, there should be a good half time celebration. In this Investor Strategy: Mid-year market recap – just keep swimming Asset Allocation – re-opening economy Asset Allocation – Market Cycle and positioning... Read more
Market Ethos - Normal is gaining momentum Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Jun 21, 2021 With improving signs of mobility based economic data, spending on travel, leisure, dining out and patios is on the rise. Add this to continued elevated spending on durables such as autos and home improvements, could this be the roaring 20s? Time will... Read more
Market Ethos - Whistling past the graveyard Filed Under: Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Brett Gustafson on Jun 14, 2021 The bond market appears relaxed and whistling as it walks past the spiking inflationary data (aka the graveyard). In this Ethos we share both sides of the argument on higher or lower inflation going forward, plus of course our views. Click HERE Read more
Investor Strategy - Commodity Supercycle Unlikely Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience Published by Brett Gustafson on Jun 07, 2021 In this month’s investor strategy we tackled the debate as to whether or not the recent spike in commodity prices is the early innings of a commodity supercycle. Market recap – True North strong & free Asset Allocation – Market cycle & positioning Fixed... Read more
Market Ethos - Inflation Finally Filed Under: Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Wealth Management Published by Brett Gustafson on May 17, 2021 After just about everyone spent the last few months talking about inflation, it finally started to show up in the CPI data (for the U.S. that is, Canada is out this week). Now the big question is whether this is just a cyclical uptick due to re-opening... Read more
Market Ethos - When a dollar is not just a dollar Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on May 10, 2021 Markets are now $25 trillion higher than before the pandemic, S&P 500 earnings and the U.S. economy were higher in Q1 than ever before. Yet many industries remain in the dumps and millions of people remain out of work. In this Ethos we highlight why our... Read more
Investor Strategy: Time for real assets? Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Brett Gustafson on May 03, 2021 This month’s investor strategy includes the usual market recap and market cycle plus a dive into real assets. Market recap – defying the odds Asset Allocation – market cycle Real Assets: Worth considering for 2020s? Real Estate – less real than you think... Read more
Market Ethos - Market's Mood & Flow Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Apr 26, 2021 This week’s ethos dives into investor sentiment. Whether measured by surveys, use of margin or fund flows, individual investors appear to be increasing active of late. While this is good news that has helped markets move higher, more often than not these... Read more