Pandemics & Markets

Published by Richardson GMP on Jan 27, 2020

This week’s Ethos takes a look at past pandemics / global health issues from an economic and market reaction perspective. While each one has been different, there are some similarities. The market reactions in the past have tended to be dramatic and... Continue reading
Climate change investing: Is it sustainable?

Published by Richardson GMP on Jan 20, 2020

This week’s Ethos is about climate change investing. Based on the WilderHill New Energy Global Innovation Index, this space has been rallying very hard and gaining much more attention in the market place.... Continue reading
Checking inflation for a pulse

Published by Richardson GMP on Jan 13, 2020

In this week’s Ethos we dive into inflation. The market now appears to be pricing in benign inflation, well, pretty much forever. While we don't see a huge jump coming, we take a look at some events that could lift it up off the mat.... Continue reading
Challenging

Published by Richardson GMP on Jan 08, 2020

With a new year, and new decade, comes our annual market outlook publication. This 10 page report includes a recap of 2019, our outlook on the new decade, and how best to position yourself.... Continue reading
Top 9 of 2019

Published by Richardson GMP on Dec 30, 2019

In keeping with our annual tradition, the last Ethos of 2019 highlights the 9 best Ethos of the past year. While ‘the best’ is clearly subjective, we did rely on open rates and clicks to better determine which topics readers were more interested.... Continue reading
Value time?

Published by Richardson GMP on Dec 16, 2019

In this Ethos we dive back into the growth vs value discussion. Growth has been dominating over the past decade but 2019 appears to be a tie, with a few weeks left. Given valuations and other factors, 2020 has potential to be a better year for value.... Continue reading
Last person standing

Published by Richardson GMP on Dec 09, 2019

With global growth still losing momentum, we contend it will be up to the US consumer to hold the line. In this Ethos we dive in to look at how they are doing, plus a little contrast with the Canadian consumer.... Continue reading
Some Improving Signs

Published by Richardson GMP on Dec 02, 2019

This week’s Ethos is our monthly Investor Strategy for December. In this edition we provide a market recap, market cycle update, and provide some context as to why the danger zone for our indicators is in and around 10 bullish signals.... Continue reading
Energy Intervention

Published by Richardson GMP on Nov 25, 2019

In this week’s Ethos it is all about energy. The good, the bad and some of the lowest valuations in years.... Continue reading
Enhancing the 60/40 with Alts

Published by Richardson GMP on Nov 18, 2019

With our firm’s annual Alternative Investments conference on today, we took Ethos down the asset allocation path this week. We provide a brief primer on how we look at the alt space, and things to watch out for.... Continue reading