Published by Brett Gustafson on Aug 03, 2021
In this month’s Investor Strategy: Market Recap – America powers ahead Market cycle & positioning Reminiscent of the Nifty 50 Canadian Dollar China – time to get interested? Portfolio Construction – equal weight Click HERE Read more 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 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 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 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 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 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 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 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 Published by Brett Gustafson on May 25, 2021
Imagine there’s rising yields, it’s easy if you try. What would happen if longer bond yields rose to 4 or +5%? What would it do to your home value, your portfolio value? While not our base case scenario, this risk is higher now than it used to be. And... Read more