Market Ethos - Not all that glitters is gold Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 14, 2025 During periods of elevated inflation or higher rates, commodities do tend to perform well, adding value to a portfolio. And that does appear to be the current market environment. However, commodities should not be viewed as a static allocation given long-term... Read more
Investor Strategy: Can’t we all just get along? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Feb 14, 2025 2025 is off to a great start but also with added volatility. The only certainty in this noisy headline driven world is that by the time you read this, things may very well have changed. We continue to believe sudden portfolio reactions to this constantly... Read more
Market Ethos - Deal-making on the rise Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 28, 2025 M&A activity has been low over the past few years given a number of factors from higher yields and confidence. However, there are signs of improvement as headwinds are changing to tailwinds. Click HERE to access the report. Read more
Market Ethos - Let the show begin Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 21, 2025 Trump 2.0 premiers this week and everyone is sure it will be an attention grabber, if the trailers have been any indication. In this Ethos we talk a bit about the likelihood of politically driven volatility and dive into bond yields. At these yield levels... Read more
Market Ethos - Things used to be easier Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 15, 2025 In this Ethos, we explore a different lens for viewing yield solutions for a portfolio. Given most yield-providing allocations are also expected to provide some portfolio defense, we have shared a risk-adjusted yield framework to help consider different... Read more
Investor Strategy: Cheers to 2024! Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jan 09, 2025 Sometimes not living up to expectations is a good thing. Investors walked into 2024 a little apprehensive, faced with elevated interest rates, lingering inflation, rising global tensions and recession fears. Despite those concerns, markets pushed ahead... Read more
Market Ethos - Top 10 Ethos of 2024 Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Dec 30, 2024 Keeping with tradition, this is the last Ethos of the year and we are running down the most popular editions based on clicks/eyeballs. We would like to thank you, our readers for your continued attention and will continue our endeavours to provide context... Read more
Market Ethos - Thematic ETFs: Exciting and challenging Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Dec 17, 2024 In 2024, thematic investing saw extreme performance disparities. While AI, infrastructure, and crypto themes thrived, others, like clean energy, struggled. Many thematic ETFs underperformed the S&P 500, leading investors toward leveraged products. This... Read more
Market Ethos - Tax loss selling: Not a lot on the naughty list Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Dec 10, 2024 Tax loss selling at this time of year can often lead to weakness in beaten down names that rebound in January as investors re-purchase after waiting the required time. However, this year may be the opposite given how few tax loss candidates are available... Read more
Investor Strategy: Outlook 2025 - Three in a row? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Dec 05, 2024 2024 was great. As was 2023. Could we make it three in a row? Inflation fears have faded, recession risk is low, and central banks are easing – that is a lot of good news already baked in. And certainly helps explain the past year of strong markets and... Read more