Craig Basinger: Small, Medium, or Large?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments One recurring discussion topic over the past few…
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...
Market Ethos: Trimming America
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Last week was yet another one cementing the…
Evolving Diversification
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Since the late 1980s through the end of…
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…
Will the Consumer Wobble?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The April correction was caused by policy –…
Canadian Preferred Equity: The Best-Kept Secret in Fixed Income for High-Quality, High Income
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners In a market starved for income, where…
International Exceptionalism?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments On a handful of occasions over the…
April’s Wild Ride
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments April was a wild ride for markets, and…
The Anatomy of a Correction
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments "What happens in the stock market today…
Jekyll & Hyde
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments It’s pretty easy to characterize U.S. policy announcements…
Nonsense and Sensibility
by David Benedet, Portfolio Manager, Purpose Investments For some, the famous Jane Austen book Sense and Sensibility was…
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…
