Market Ethos - October 1st, 2018

Published by Richardson Wealth Asset Management on Oct 01, 2018

Bond Yields Rising With U.S. 10-year Treasuries back above 3.0%, this week’s ethos shares our view on the direction of yields going forward and the implication for asset allocation. Read more
Market Ethos - September 24th, 2018

Published by Richardson Wealth Asset Management on Sep 24, 2018

Market cycle: good but getting skinny The current market cycle can be described as being “rather mature”. In this Ethos we examine our Market Cycle Framework, which while getting skinny remains supportive and well above the danger zone. Market breadth... Read more
Market Ethos - September 17th, 2018

Published by Richardson Wealth Asset Management on Sep 18, 2018

The Anatomy of a Bubble Revisited: How High? We believe three factors drive stock prices: fundamentals, technical analysis and human behaviour (market psychology). Fundamentals tend to play out and are the driving force of long-term results, technical... Read more
Market Ethos - September 10th, 2018

Published by Richardson Wealth Asset Management on Sep 10, 2018

As facts change, so do our views We have been long-time proponents of rising rates, that equity portfolios should be tilted heavily toward cyclical yield and limit exposure to interest rate sensitive companies. Cyclical yield companies are more sensitive... Read more
Market Ethos - September 4th, 2018

Published by Richardson Wealth Asset Management on Sep 05, 2018

Style drift & the rise of the generalist Style drift for a portfolio manager still has a negative connotation as it is viewed as deviating from their stated approach. But in a world where factor based funds/ETFs can offer a cheap alternatives to specific... Read more
Market Ethos - August 27th, 2018

Published by Richardson Wealth Asset Management on Aug 28, 2018

Trimming Canada Last week we trimmed Canadian equity from a minor overweight down to market weight. While still constructive, a few cautionary factors caused us to want a more neutral stance. Read more
Market Ethos - August 20th, 2018

Published by Richardson Wealth Asset Management on Aug 20, 2018

Bear Beta The cycle is getting a bit older and for those managing portfolios who may want to start getting more defensive, take a look at Bear Beta. Read more
Market Ethos - August 13th, 2018

Published by Richardson Wealth Asset Management on Aug 13, 2018

The Severity of Disparity Market leadership should intensify late in a bull market and could be a leading indicator that we are moving into a bear. This week we take a deep dive into this topic and give ideas on how to profit and protect in such an environment... Read more
Market Ethos - August 7th, 2018

Published by Richardson Wealth Asset Management on Aug 07, 2018

Too Quiet on the Western Front The markets which are sitting near all-time highs are moving into the two most difficult months and volatility metrics across asset classes are near 5-year lows. In this edition Shane takes a look at the backdrop of this... Read more
Market Ethos - July 30th, 2018

Published by Richardson Wealth Asset Management on Jul 30, 2018

Countering Investor Behavioural Biases In this Ethos we explore a number of prominent behavioural biases common for individual investors, plus tools to help manage or mitigate the impacts on the investment decision making process. Read more