Published by Alexander Tjiang on Feb 16, 2021
There is no question there are speculative waves of money moving around different markets and pushing prices these days. Case in point, Bitcoin hitting $50k. In this Ethos we take a look at money flows from the Reddit crowd to the rise of thematic ETFs... Read more 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 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 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 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 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 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 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 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 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