Insights
Market Ethos
Insights
Don’t count out the loonie
April 15, 2024. Market Ethos. Remember the days when the loonie was on par with the U.S. dollar? After rising into year-end to finish 2023…
Market Ethos
Dividend disruption
April 8, 2024. Market Ethos. What makes this recent bout of underperformance of dividends versus the TSX unique? - Increased popularity of other yield sources…
Insights
Has anyone seen my IPO?
March 25, 2024. Market Ethos. With equity markets strong, there is no shortage of people talking bubbles, but some key ingredients are missing to label…
Insights
Inflation: the long goodbye
March 18, 2024. Market Ethos. With 2024 well underway and equities up, should we be concerned that inflation doesn’t seem to be going quietly into…
Insights
Welcome to the world of gold
March 11, 2024. Market Ethos. Gold vs gold stocks? There is no simple answer to this often-asked question. The price of gold has taken off,…
Insights
Looking for yield in all the right places
February 26, 2024. Market Ethos. Which is best: cash, GICs or bonds? Higher yields, from cash, to GICs, to bonds, even to dividend-paying equities has…
Insights
The market’s not broken … just riskier
The shift from active management to passive has been applying steady selling pressure. This, combined with the U.S. equity market outperformance has distorted global #equitymarkets.…
Market Ethos
Too much of a good thing?
February 12, 2024. Market Ethos. Where is this recession that has been the talk of the town for the past year or even longer? It…
Market Ethos
Evaluating valuations
January 29, 2024. Market Ethos. In this week's Ethos, we look at why valuations still matter – even in this market. In the long run,…