Nonsense and Sensibility
by David Benedet, Portfolio Manager, Purpose Investments For some, the famous Jane Austen book Sense and Sensibility was…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Pivot Is Coming
by Greg Taylor, CFA, CIO, Purpose Investments So, when do we get the good stuff? Back in November,…
What Are Advisors Asking?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments This week, we’re testing out a new idea.…
Another Week, Another Tariff Update
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Is this not becoming exhausting? Tariffs on, delayed,…
The “Trump Put”
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Following Trump’s election win, the markets rejoiced, partly…
The Prompt Paradox
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Artificial intelligence (AI) has clearly been a…
Opportunistic Thinking
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Markets are really amazing things. Millions of…
AI Stocks Took a Victory Lap Right Back to the Starting Line
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments “There are decades where nothing happens; there are weeks where…
Do Commodities Really Hedge Inflation?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments The usual spin on why you should…
Tariff Time
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The only certainty in this noisy headline driven…
No More Trailers, Its Show Time
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Trump 2.0 starts next week, and everyone is sure…
Market Ethos: Yield-to-Risk Ratio
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. In this Market Ethos, we explore a different lens…
Reflecting on 2024 – Awesome Returns, Surprising Resilience
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Let us all raise a glass and give a…
Top 10 Ethos of 2024
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments As with tradition, this is the last…
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
