More Debt, More Growth (For Now)
by Craig Basinger, Chief Market Strategist, Purpose Investments Economics is pretty cool. Trying to understand how the whole…
Where Returns Have Come From
by Derek Benedet, Portfolio Manager, Purpose Investments Developed markets have crushed it over the past three years. Sentiment…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Fixer-Upper Trade: Why International Equities Still Have Room to Run
by Craig Basinger, Chief Investment Strategist, Purpose Investments In 2024, America dominated global equities. In 2025 it was…
Sometimes Good Isn’t Good Enough
by Craig Basinger & Derek Benedet, Purpose Investments As we pass the halfway point of S&P 500 Q2…
Inner Workings of Active Passive
by Brett Gustafson is an Associate Portfolio Manager, Purpose Investments It has been about three years since we…
Rethinking Fixed Income for Today's Post-QE Market
White Paper on Structural Change in Government and Corporate Bond Markets
The Eh-OK Consumer
by Craig Basinger, Chief Market Strategist, Purpose Investments Sneak peak – Our plan for next week’s ethos is…
Market Ethos: Dividend Divergence
by Craig Basinger, Chief Investment Strategist, Purpose Investments Canadians have unconditional love for dividends for good reason. One…
Rise of the Market Technician
by Craig Basinger & Derek Benedet at Purpose Investments In 1998, I finished the three CFA exams, often…
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
It’s Not Us, It’s You
by Craig Basinger, Chief Market Strategist, Purpose Investments Big moves are becoming the norm in this market and…
Bonds: Supply is the Headline, Demand tells the Story
by Hilbert Wan, CFA, Purpose Investments Most of the U.S. Treasury market conversation right now is about supply.…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
The Narrative Market: Why Stories Are Moving Stocks More Than Fundamentals
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Many things move the share price…
Market Ethos: Inflation Deja Vu?
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Memories of the inflation spike in…