Thoughtful stories — Modern thinking to guide your way. Product Updates Macro Commentary Op-Ed Market Ethos Press MARKET ETHOS NOV 29 - 2021 5 min read Capitalizing on Tax Loss Selling ‘Tis the season for tax-loss selling: an annual rite of passage for both seasoned investors as well as investing neophytes. When the days get darker and the mornings a little chillier, something curious begins to occur.... — byDerek Benedet Read MARKET ETHOS NOV 22 - 2021 6 min read Active vs Passive - So, You’re Telling Me There’s a Chance So far in 2021, the S&P 500 and the TSX are both up about 25%. A truly remarkable year for equity markets that were fuelled by everything from fiscal spending, MONEY PRINTING, economic recovery, the retreat of a pandemic, and a sprinkling of inflation.... — byCraig Basinger Read MARKET ETHOS NOV 15 - 2021 5 min read Not All Dividends Are the Same There is little doubt that at the core of most every Canadian’s portfolio is a healthy allocation to dividend-paying equities. And for many good reasons. Dividends enjoy preferential tax treatment, notably Canadian dividend-paying companies.... — byCraig Basinger Read MARKET ETHOS NOV 09 - 2021 5 min read Draining the Punchbowl For months now, the U.S. Federal Reserve has been hinting that the ‘taper’ of its quantitative easing (QE) program would begin, and last week the hints turned into an operation plan. Monthly bond-buying programs that are running at $120 billion per month will be reduced by $15 billion per month.... — byCraig Basinger Read MARKET ETHOS OCT 22 - 2021 6 min read G N' R - Rocking Markets No, this is not a homage to one of the great hard rock bands of all-time, but we will do our best to work ‘welcome to the jungle’ into this Ethos. Instead, we are talking about little ‘g’ and little ‘r’ – two of the most important inputs for market valuations.... — byCraig Basinger Read MARKET ETHOS OCT 15 - 2021 5 min read Labour Intensity, Wage Pressure, and Why People Are Quitting Their Jobs in Droves Inflation sucks. It is essentially a tax on those consuming goods or services, as things simply cost more. Even worse, it is a regressive tax given lower income/wealth consumers tend to spend a higher portion of their income. ... — byCraig Basinger Read MARKET ETHOS OCT 08 - 2021 6 min read Rarefied Air The market advance over the past year has truly turned a lot of heads, in a good way. After the initial bear and bounce triggered by the Covid-19 pandemic, markets went on a phenomenal run.... — byCraig Basinger Read MARKET ETHOS SEP 27 - 2021 6 min read Q3 Earnings Season Is No Cake Walk The life blood of the equity market is the earnings generated by the companies in the index. Sometimes the market pays more for these earnings, like these days, sometimes less.... — byCraig Basinger Read MARKET ETHOS SEP 20 - 2021 6 min read Welcome to the Backside of the Inflation Spike Okay, even an armchair economist knew that used car prices, airfares, and car rentals couldn’t continue to go up by double digits month after month for very long. These were some of the bigger contributing categories to the spike in the U.S.... — byCraig Basinger Read MARKET ETHOS SEP 14 - 2021 4 min read Modern Portfolio Theory, We Have a Problem Modern Portfolio Theory (MPT) sits at the core of just about every portfolio construction process. While developed some 70 years ago, the core beliefs of MPT remain as applicable today as they did before.... — byCraig Basinger Read Want to talk We'd love to hear from you. Contact Us About us Our Story Our Team Careers News Partner Funds Legal Disclaimer Accessibility Privacy Policy Fund Documents Terminated Funds © 2021 Purpose Investments Inc. All rights reserved.