Published by Richardson GMP on Feb 03, 2020
This month's Investor Strategy report includes a market recap, a review of the market cycle (including impacts of the coronavirus), a look into credit, and our portfolio positioning recommendations.... Read more Published by Richardson GMP on Jan 27, 2020
This week’s Ethos takes a look at past pandemics / global health issues from an economic and market reaction perspective. While each one has been different, there are some similarities. The market reactions in the past have tended to be dramatic and... Read more Published by Richardson GMP on Jan 21, 2020
This week’s Ethos is about climate change investing. Based on the WilderHill New Energy Global Innovation Index, this space has been rallying very hard and gaining much more attention in the market place.... Read more Published by Richardson GMP on Jan 13, 2020
In this week’s Ethos we dive into inflation. The market now appears to be pricing in benign inflation, well, pretty much forever. While we don't see a huge jump coming, we take a look at some events that could lift it up off the mat.... Read more Published by Richardson GMP on Jan 08, 2020
With a new year, and new decade, comes our annual market outlook publication. This 10 page report includes a recap of 2019, our outlook on the new decade, and how best to position yourself.... Read more Published by Richardson GMP on Dec 30, 2019
In keeping with our annual tradition, the last Ethos of 2019 highlights the 9 best Ethos of the past year. While ‘the best’ is clearly subjective, we did rely on open rates and clicks to better determine which topics readers were more interested.... Read more Published by Richardson GMP on Dec 16, 2019
In this Ethos we dive back into the growth vs value discussion. Growth has been dominating over the past decade but 2019 appears to be a tie, with a few weeks left. Given valuations and other factors, 2020 has potential to be a better year for value.... Read more Published by Richardson GMP on Dec 09, 2019
With global growth still losing momentum, we contend it will be up to the US consumer to hold the line. In this Ethos we dive in to look at how they are doing, plus a little contrast with the Canadian consumer.... Read more Published by Richardson GMP on Dec 02, 2019
This week’s Ethos is our monthly Investor Strategy for December. In this edition we provide a market recap, market cycle update, and provide some context as to why the danger zone for our indicators is in and around 10 bullish signals.... Read more Published by Richardson GMP on Nov 25, 2019
In this week’s Ethos it is all about energy. The good, the bad and some of the lowest valuations in years.... Read more