Q4 2025 Outlook – Happy Markets
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments At the three-quarter mark, how could we sum…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Perfect Porridge
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments We would never support criminality, even if it…
TSX Gains: Is There More?
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments We are proudly Canadian; this is an awesome…
Desperately Seeking Diversification
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Diversification across different investment asset classes sits as…
Risk-Free Is a Bit Riskier
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments The risk-free rate, aptly named, is the nominal…
Is Inflation Stirring?
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Few would disagree that the U.S. Fed was…
Power, Property, and Preferreds
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners As we move through the second half…
Market Ethos: Earnings Deliver
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Second quarter earnings season is wrapping up, and…
The Great Rebalance
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Perhaps one of the biggest challenges for investors…
From FANG to FOMO
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Everyone loves a great story. A proper tale…
Craig Basinger: What’s Your Ethos?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Ethos is the underlying sentiment that informs beliefs…
Market Ethos: Dividend Dilemma
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments What’s not to love about dividend-focused investing? Over…
False Crises
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Markets have performed well during the first half…
High Valuations, High Stakes
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Most would agree this has been a rather…
To Hedge or Not to Hedge
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The U.S. dollar (USD) has lost about 5%…
