Latest Blog Posts Market Ethos - Cautiously Canadian Published Date: 09 September, 2025 Author: RWL So far this year Canada has been great, even with all the headlines over tariffs and a recent negative Q2 GDP print. The TSX is up... Read more Investor Strategy: Playing “D” (diversification, that is) Published Date: 03 September, 2025 Author: RWL Combining different asset classes that behave differently in various market regimes provides greater portfolio stability — reducing... Read more Market Ethos - Hidden risk in risk-free Published Date: 03 September, 2025 Author: RWL We are not alarmists on government debt or sustainability at this time, but we do believe this subject is on the rise. There are vast... Read more Market Ethos - Inflation risks are adding up Published Date: 19 August, 2025 Author: RWL Unfortunately, inflation hasn’t come down as much as policy makers and consumers hoped. And it does potentially appear to be starting... Read more Market Ethos - Earnings surprise again Published Date: 19 August, 2025 Author: RWL It is safe to say, with hindsight, that the consensus analysts have gotten it wrong so far. Trimming estimates for Q1 and Q2 as the... Read more