The Prompt Paradox
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Artificial intelligence (AI) has clearly been a…
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...
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.…
A Bizarro Tax-Loss-Selling Year
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Tax-loss selling this time of year can often…
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities – Can US…
Gold Shakes Off Election
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Gold retreated following the election as money parked…
Bonds? We Don’t Need No Stinking Bonds!
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Investors have been piling into all-equity one-ticket solutions.…
Four More Years
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Okay, everyone is churning out content and thoughts…
