Body Blow to Value & Small Cap Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on Apr 27, 2020 In this week’s Ethos we dive in to factors such as style, size, etc. Value and small cap have not done well of late while momentum continues its run. Read More Read more
Currency, Gold & The Other Side Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on Apr 20, 2020 In this week’s Ethos we provide our updated thoughts on currency, namely the USD and USD/CAD. Plus, given our bearish medium term view of the USD, gold remains popular although the easy money may have already been made. Read More Read more