Cyclical Yield

Published by Alexander Tjiang on Feb 08, 2021

With bond yields trending higher as the global economy continues its long road to recovery, we have revisited our dividend framework that differentiates between interest sensitive and cyclical yield dividend companies. Having a balance, with a bit more... Read more
Investor Strategy - Little Mania to Start 2021

Published by Alexander Tjiang on Feb 01, 2021

In this edition of Investor Strategy: Market recap – the roaring 20s, again FOMO alive & well Manic malaise 2021 good economy, bad market? Fixed Income – cheaper & steeper Prefs – is anyone looking? Click HERE Read more
Crying Wolf on Inflation, Again?

Published by Alexander Tjiang on Jan 25, 2021

Inflation has become a hot topic again, as the economy gradually recovers and monetary / fiscal policy remains accommodative as ever. In this ethos we share our shorter term and longer term views on inflation. Click HERE Read more
Continued Warming to Emerging Markets

Published by Alexander Tjiang on Jan 18, 2021

We have been increasing our allocations to emerging markets starting back in September. In this Ethos, we share our views on this equity category and why we are more positive. Click HERE Read more
2021 Optimistic Start

Published by Alexander Tjiang on Jan 11, 2021

In our first investor strategy of the new year: Market recap Is this early or late cycle? EM has started to catch up Fishing beyond the 60/40 MPs turning ideas into action Click HERE Read more
Lessons From 2020

Published by Alexander Tjiang on Jan 04, 2021

2020 was a wild ride for markets. While we would caution from drawing hard conclusions from it, given a repeat of a similar year is rather remote, there were some lessons to be learned. Click HERE Read more
Top 8 of 20

Published by Alexander Tjiang on Dec 14, 2020

It is time for our annual tradition of highlighting some of the top Ethos reports from the past year. From corrections, gold to the 60/40, these are worth a read if you missed them or a 2nd read if you forgot them. Click HERE Read more
Investor Strategy - 2021 to a Less Eventful Year

Published by Alexander Tjiang on Dec 07, 2020

We titled our 2020 outlook ‘Challenging’, clearly one of the biggest understatements ever. As we close the books on perhaps one of the most volatile years, there is optimism for 2021. Of course markets at all time highs helps, as does vaccine news and... Read more
Golden Pause

Published by Alexander Tjiang on Nov 30, 2020

Perhaps the most recurring question from all those virtual client events our team hosts has been - who is going to pay for all of this? In this Ethos we dive into the tab, how it has been financed so far and what it potentially means for the future. Click... Read more
Who Will Pick Up the Tab?

Published by Alexander Tjiang on Nov 23, 2020

Perhaps the most recurring question from all those virtual client events our team hosts has been - who is going to pay for all of this? In this Ethos we dive into the tab, how it has been financed so far and what it potentially means for the future. Click... Read more