Craig Basinger: "Halloween Is Scary"
October had been going rather well… until the last day of the month.
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...
To Hedge or Not to Hedge
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: The USD has risen significantly lately against most…
New President in Two Weeks, or Later On
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Markets have moved higher over the past couple…
A Challenge: Markets Up and Earnings Revisions Down
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In the long run, earnings are all that…
Craig Basinger: "Foggy"
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Anticipated volatility in September didn’t come as expected. Though…
Return of the Dividends
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: After a few years of really lagging the…
Multi-Trillion-Dollar Question
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Cash yields are starting to come down as…
Patience
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments When tech stocks are down, the best thing to do…
Rocky
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. How can we characterize the market of late? The…
Energy's Shifting Sands
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. While Canadian energy companies have proven resilient, the recent…
Craig Basinger: Elasticity of Yield Demand
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: There are many buyers of government bonds, ranging…
Recession Flip-Flop Talk
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Okay, we are going to keep this week’s Ethos…
What Did We Just Hit?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Sometimes, you are driving along nicely, and suddenly, your…
Our Worst Tilt of the Year… So Far
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Marketing in the investment management industry is often focused…
Can't Get No... Diversification
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Building on our July 8th Market Ethos – Efficient…
