Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
Stealth Bear
by Craig Basinger, Chief Investment Strategist & Derek Benedet, Portfolio Manager, Purpose Investments The largest development concerning markets…
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.
Market Ethos: Hot in Herre
by Craig Basinger, Chief Investment Strategist, Purpose Investments Last week, we took a break from talking about yields…
Gold: Old and New
by Craig Basinger, Chief Investment Strategist, Purpose Investments In early 2022, U.S. inflation as measured by CPI peaked…
Yields Pushing Higher
by Craig Basinger, Chief Investment Strategist, Purpose Investments At an investor event in the Fall of 2001, while…
Market Ethos: Yields, Tariffs, Seasonality and Flows
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager Purpose Investments This one likely has something…
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 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…