Investor Strategy - Passive or Active? Why not both? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jun 07, 2022 This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more appropriately, dispel that it should be a debate at all. The two styles are a good compliment to each other, when used... Read more
Market Ethos - QT Begins, but it’s yesterday’s news Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 31, 2022 In today’s Ethos, we walk through recent quantitative easing (QE) and quantitative tightening (QT) decisions, where we stand with today, and how these Federal Reserve maneuvers have impacted us. Without getting deep into the mechanics, QE injects liquidity... Read more
Market Ethos - The shift: From inflation to recession? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 31, 2022 As you probably notice in financial media and in your real life, everyone is talking about inflation. This should not be viewed as the wisdom of the crowd as once an economic topic reaches the masses, it is often priced into the market and potentially... Read more
Market Ethos - When will it end? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 17, 2022 Two big questions during this market drop - is it almost over and is there a recession coming? In this edition we share our views on both. Capitulation readings and valuations are encouraging, but we certainly did inflate asset prices over the past few... Read more
Market Ethos - On the Passage of Time Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 10, 2022 Today we reflect on how slowly time passes when markets are in turmoil! Let’s turn away from emotion that can cause portfolio errors at these moments, and embrace some cold, hard data. Valuations are starting to look good, and forward-looking portfolio... Read more
Investor Strategy - Portfolio Construction, continued: Fixed Income Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 02, 2022 This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the markets deserve their splatter of pixels (which we give briefly in the market recap), we focus on the fixed income portion... Read more
Market Ethos - Bonus Edition: Correction goes warp speed Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on May 02, 2022 In this bonus edition of Ethos, we talk about how the Fed went from being the market’s bestie to that ex-friend who likes to run away with your punch bowl. The speed of equity declines this past week could mean that something, somewhere is broken. We... Read more
Market Ethos - The Loonie: It’s stronger than you think Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Apr 26, 2022 In this week’s Ethos, we look at the appreciation in both the US dollar (USD) and the Canadian loonie (CAD) along with increasing chatter about a commodity super cycle. We consider the near and medium-term impact of this as well implications for investment... Read more
Market Ethos - Emerging markets: How much, if any, for portfolios Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Apr 18, 2022 What does the next decade, or even the next few quarters or years hold for emerging markets? In this week’s Ethos, we consider valuations, earnings growth, and financial conditions as we look at the investment implications for emerging markets. Click... Read more
Market Ethos - Peak hawkishness Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Apr 11, 2022 In this week’s Ethos, we look at the market’s increasingly hawkish view of the Fed Funds rate and recently announced quantitative tightening, as well as inflation pressures. Click HERE to access the report Read more