Defying gravity
by Richardson GMP Research Bucking the September trend Q4 outlook – mildly defensive Less Canada More international –…
Be prepared: Have your portfolio playbook ready
by Derek Benedet, Portfolio Manager, Purpose Investments, Richardson Wealth Summary: In this Ethos, we share a bit of…
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.
Making sense of consensus: Economists vs analysts
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos, August 8, 2023 Here we are again,…
Mid-year check: Everything ‘K?
by Richardson Wealth July 2023 Investor Strategy Executive summary Tough to match in the second half Everything has…
Market Ethos: Walking a tightrope
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments February 20, 2023 Sometimes good economic news…
Market Ethos – Theme of the story: Discipline
by Craig Basinger, Purpose Investments, Derek Benedet, Portfolio Manager, Purpose Investments Looking at a 100+ page report from…
Rent this rally, don't buy it
by Craig Basinger, Purpose Investments, David Benedet, Richardson Wealth Copyright © Richardson Wealth
RW Market Ethos: Filtering Forecasts
by Derek Benedet, CMT, Market Strategist, Richardson Wealth Copyright © Richardson Wealth
Richardson Wealth: Trend Reversals (February 2022)
Copyright © Richardson Wealth
Is Growth Over?
by Richardson Wealth Copyright © Connected Wealth, Richardson Wealth
How does a bull run end?
by Craig Basinger, CFA, Chief Market Strategist, Purpose Investments, and James Price, CFA, Head of Market Strategy, Richardson…
Investors are getting smarter
by Craig Basinger, Derek Benedet, Chris Kerlow, Brett Gustafson, Richardson Wealth 2020 will certainly go down as one…
Signal versus Noise
by Craig Basinger, Derek Benedet, Chris Kerlow, Brett Gustafson, Richardson Wealth The SNR (signal to noise ratio) is…
Is gold broken?
by Craig Basinger, Alexander Tjiang, Derek Benedet, Chris Kerlow, Brett Gustafson, Richardson Wealth It is a reasonable question…
Valuations – Not as high as you think
by Craig Basinger, Alexander Tjiang, Derek Benedet, Chris Kerlow, Brett Gustafson, Richardson GMP There is no denying the…