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 Published by Richardson GMP on Nov 18, 2019
With our firm’s annual Alternative Investments conference on today, we took Ethos down the asset allocation path this week. We provide a brief primer on how we look at the alt space, and things to watch out for.... Read more Published by Richardson GMP on Nov 11, 2019
In this week’s Ethos we ignore all the noise of trade talks and focus in on fundamentals, mainly earnings and valuations.... Read more Published by Richardson GMP on Nov 05, 2019
Ethos is our monthly Investor Strategy report this week. It includes a market recap, a market cycle update, an update on gold, recommended portfolio positioning, and a look into US equity valuations.... Read more Published by Richardson GMP on Oct 29, 2019
In this week’s Ethos we dive back into performance chasing. It isn’t just an individual investors performance sapping behaviour, institutional asset allocators are also prone.... Read more Published by Richardson GMP on Oct 21, 2019
In this week’s Market Ethos we take a look at the many money-losing unicorns in this years IPO market. Recent IPO performance has been underwhelming and we’re beginning to see some troubling trends.... Read more Published by Richardson GMP on Oct 15, 2019
This week’s Ethos is all about the loonie and how our view on the CAD/USD exchange rate has been gradually changing this year.... Read more Published by Richardson GMP on Oct 07, 2019
This week we have our Investor Strategy market outlook report. The global economy has slowed and the big question remains whether this is just the 3rd slowdown in this aging long cycle or the start of something worse.... Read more