Inflation - Not Going Quietly Into the Night
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The primary cause of the market declines in 2022…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Whatās Up With Gold?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. If you have ever held gold within your portfolio,…
A Bubbly World
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The history of markets is filled with examples of…
Looking for yield in all the right places
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. So far this year, investors have been piling into…
Nobody Controls Risk in an Index
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There has been much chatter over the past couple…
American Exceptionalism
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Over the past month or so, the economic data…
Market Ethos: Conflicting Forces
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. In the heart of every market lies a fierce…
Do Valuations Matter?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. One could certainly question the importance of valuations in…
Moody Market
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Markets certainly move around a lot. Last summer, the…
Maybe It Was Transitory After All
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The illusion of causality is a behavioural bias in…
Things arenāt always as they seem
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. January 15, 2024. The illusion of causality is a…
60/40: The Reports of My Death Are Greatly Exaggerated
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. It was not that long ago, perhaps about a…
Market Ethos: 2023 Year in Review
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Letās just say it: despite all the headlines, twists…
Goodbye to ābuy the dipā?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos, December 11, 2023 2023 may not be…
2024 Outlook ā The Great Reset Final Act
by Purpose Investments Craig Basinger ā Chief Market Strategist Letās start by taking a big step back. Over…
