Market Ethos - Is growth over? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 24, 2022 In today’s Ethos we look at the rotation out of growth and into value. As of January 20, the S&P 500 Growth Index was down 9.6% so far this year while the value version of the index is off a mere 1.8%. We will share our thoughts on valuations, inflation... Read more
Market Ethos - What is wrong with gold? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 19, 2022 In today’s Ethos we look at why gold has not performed as one might have expected given the pandemic, rise in CPI, and negative real yields. Despite all this, [spoiler alert!] we don’t think gold is broken. In fact, we hold onto the belief that it makes... Read more
Market Ethos - How does a bull run end? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 10, 2022 In today’s Ethos we look at the tea leaves on the bull cycle in stocks, and pontificate on how they end. With the policy cycle turning, and recent market volatility – in both directions – it’s worth reviewing what market tops have looked and felt like... Read more
Investor Strategy - 2021 Recap and 2022 Market Outlook Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 07, 2022 Reminiscing about 2021, and looking to 2022: Not your typical year, not your typical market Click here for a copy of RWL’s Investor Strategy Read more
Market Ethos - Top 10 of 2021 Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Dec 13, 2021 It’s that time of year where we look back at our past writings. Pulling from the 35 Ethos’ written in 2021, we have put together our favourites to try and learn a thing or two from the correct and incorrect calls and views we had during the year. Click... Read more
Investor Strategy - Prepping for a rate tightening cycle Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Dec 08, 2021 In this month’s Investor Strategy: Market Recap: The global reopening led to a record-setting year Key Macro Trends 2022: The global tightening cycle has begun; Economic growth continues to broaden; Inflation risk building Asset Allocation: Market cycle... Read more
Market Ethos - Active vs. Passive Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Nov 23, 2021 This week we look into index construction and dispersion of returns within them. With index concentration on the rise, especially in the US, we look at when is it best to be in fully passive, factored passive, or fully active? Dive in and have a look... Read more
Market Ethos - Not all Dividends are the Same Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Nov 15, 2021 Everyone loves income investing, right? This week we look more closely at dividends. Some dividend payers favour expansionary and inflationary markets, others are more defensive and outperform in deflationary environments. Which companies are built for... Read more
Market Ethos - Draining the Punchbowl Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Nov 08, 2021 This week we have a look at fiscal and monetary stimulus and the changes already underway. Will this be like the last “taper tantrum”? (Hint: it won’t). Quantitative easing made its way directly into the economy this time, unlike the last taper where... Read more
Investor Strategy - Inflation Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Nov 01, 2021 In this month’s Investor Strategy: Market Recap - Who’s afraid of October? Asset Allocation - Steady & sticky Equities - Inflation protection Fixed Income - Higher and flatter Portfolio Construction - Protecting the purchasing power of your portfolio... Read more