1997 or 2000?
Purpose Investments - Let us help you invest with Purpose.
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3d ago
We are clearly in some sort of "artificial intelligence bubble" with many of the common bubble characteristics present. It is a disruptive technology that is changing the way people do things ..read more
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One-Legged Stool – Multiple Expansion
Purpose Investments - Let us help you invest with Purpose.
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3d ago
Everyone likes new market highs, as do we, even with our more defensive mindset of late. The S&P has been busy entering never-before-seen levels, so has the TSX, and so has Europe. Asia has been a little off of record highs, but not by much ..read more
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Who Will Join the Megacap Party?
Purpose Investments - Let us help you invest with Purpose.
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3d ago
It's hard to complain about the equity market performance for the first half of the year. When everyone was making their annual predictions, most had expected a year of single-digit rates of return for markets, as earnings growth would slow in the face of a broader economic slowdown ..read more
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Justified Concentration
Purpose Investments - Let us help you invest with Purpose.
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3d ago
Capital has crowded around the incumbents as it seems we’re inundated daily with market-cap concentration charts showing crowding around the majors. These charts are usually accompanied by some fantastical saying like, “Market-cap concentration not seen since the previous tech bubble ..read more
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More Bad News, S’Il Vous Plaît
Purpose Investments - Let us help you invest with Purpose.
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1M ago
I think we might be in that very unique market mood when bad news is good news. The equity market weakness in April can probably be attributed to bond yields moving higher, so any economic data on the weaker growth side is welcome news at the moment ..read more
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Cloud Monsters
Purpose Investments - Let us help you invest with Purpose.
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2M ago
In an era marked by historic market concentration and narrative-driven investor reactions, megacap tech companies, defying conventional growth constraints, are leveraging AI and cloud services to propel their expansion ..read more
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Portfolios with a Purpose – Dividend Divergence
Purpose Investments - Let us help you invest with Purpose.
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2M ago
Higher yields, inflation, and growth gyrations have increased performance dispersion in the dividend space. We believe a more active or rotational approach to dividend investing has become more optimal ..read more
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April Showers Bring... Volatility
Purpose Investments - Let us help you invest with Purpose.
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2M ago
While the headlines show North American equity markets had the worst monthly performance numbers since last fall, down 4.1% for the S&P500 and down 1.8% for the S&P/TSX, the real story is the return of volatility ..read more
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Crypto for Advisors: A Guide to Creating a Cryptocurrency Investment Thesis
Purpose Investments - Let us help you invest with Purpose.
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2M ago
Investing in cryptocurrencies is not right for every investment strategy, but they are becoming an asset class that looks to be here for the long term ..read more
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Lots of Bulls and Bears
Purpose Investments - Let us help you invest with Purpose.
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2M ago
Take your pick. There is no shortage of both good and bad news floating about the financial markets. To be fair, this is always the case ..read more
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