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
Back to Fundamentals

Published by Richardson GMP on Nov 11, 2019

In this week’s Ethos we ignore all the noise of trade talks and focus in on fundamentals, mainly earnings and valuations.... Continue reading
Upbeat tone

Published by Richardson GMP on Nov 04, 2019

Ethos is our monthly Investor Strategy report this week. It includes a market recap, a market cycle update, an update on gold, recommended portfolio positioning, and a look into US equity valuations.... Continue reading
Wounded unicorns are running for the clouds

Published by Richardson GMP on Oct 21, 2019

In this week’s Market Ethos we take a look at the many money-losing unicorns in this years IPO market. Recent IPO performance has been underwhelming and we’re beginning to see some troubling trends.... Continue reading
Choppy

Published by Richardson GMP on Oct 07, 2019

This week we have our Investor Strategy market outlook report. The global economy has slowed and the big question remains whether this is just the 3rd slowdown in this aging long cycle or the start of something worse.... Continue reading
Decision making under uncertainty

Published by Richardson GMP on Sep 30, 2019

Making decisions is not easy and making decisions when investing is generally harder. In this Ethos we share a few of the key aspects of our process that help us make more right decisions and hopefully fewer mistakes.... Continue reading
Repo repurcussions

Published by Richardson GMP on Sep 23, 2019

One of the most discussed topics last week was unusual activity in the repo market. There was speculation that it could go as far as being the canary in the coal mine for the next recession. This week we take a dive into the repo market.... Continue reading
Energy Evolution

Published by Richardson GMP on Sep 16, 2019

The energy sector is about half the weight it once was, despite a big move higher today. The landscape has drastically changed over the years and is poised to do so going forward. In this week’s Ethos we look at the evolving energy complex.... Continue reading