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…
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: 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…
Market Ethos: Last Dance
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments These markets are awe-inspiring and so…
Profits in the Sitting
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. "It never was my thinking that made the big…
What I Learned Losing Money to AI in a Prediction Market
by Spencer Morgan, Director of Portfolio Strategy, Purpose Investments It’s 8pm on Sunday. My Polymarket wallet balance shows…
W’s to V’s: Dip-buying in Market Recoveries
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Pavlovian conditioning, discovered by giving dogs…
Basinger: Top of Mind
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments The missile and drone launches have…