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Posted by Purpose Investments —

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Market-Ethos

Bonds? We Don’t Need No Stinking Bonds!

Investors have been piling into all-equity one-ticket solutions. Performance chasing, perhaps. These vehicles are more tilted to DIY investors as this trend is less evident across the broader market flows....
Market-Ethos

Four More Years

Okay, everyone is churning out content and thoughts on the market implications of four more years of Trump. And the Trump trades are bouncing all over, most modelled after the 2016 term. ...
Market-Ethos

Halloween Is Scary

October had been going rather well… until the last day of the month. Maybe earnings from a few key market leaders spooked the market....
Market-Ethos

To Hedge or Not to Hedge

Summary: The USD has risen significantly lately against most currencies, including the CAD. There are many economic/yield reasons for this move, with the biggest being USD strength ahead of potential election uncertainties. Yet at 72 cents, the CAD may be getting too cheap....
Market-Ethos

New President in Two Weeks, or Later On

Markets have moved higher over the past couple of months, with decent economic and inflation news as the tailwinds....
Market-Ethos

A Challenge: Markets Up and Earnings Revisions Down

Over time, equity markets go up because earnings go up, and earnings go up because the economy expands. Sure, the market moves up and down more than earnings as the market multiple (PE ratio or valuations) fluctuates given investor mindset, risk, outside factors, interest rates, etc. ...