Market Ethos - Gold has lost some of its mojo Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Jul 26, 2021 Gold has not been reacting normally to the recent drop in real yields. In this Ethos we share our views on the yellow metal. Click HERE Read more
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
Market Ethos - CAD – a powerful concurrence of factors Filed Under: Financial Planning | Portfolio Management | Wealth Management Published by Brett Gustafson on May 31, 2021 In the long run, currency is usually a zero sum game. In the shorter term it can have pretty big impacts on portfolios. In this Ethos we share our updated views on the recent strength of the CAD. While it may not be over, the factors pushing the CAD higher... 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