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Publié par Purpose Investments —

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Market-Ethos

The Fixer-Upper Trade: Why International Equities Still Have Room to Run

U.S. dominated in 2024, international in 2025 — now both are working. Valuations, improving governance, rising global trade, and Hormuz resolution potential keep the case for international equities intact, if less compelling than a year ago....
Market-Ethos

The Anti-Robin Hood

SpaceX's record-breaking IPO is turning into a case study in systematic flows. It's a reminder that in today's markets, index rules can move nearly as much capital as fundamentals do....
Market-Ethos

Sometimes Good Isn’t Good Enough

Earnings have been strong across the board this quarter, but the market is only rewarding the parts of it that aren't tied to AI. Even as gold is quietly turning a corner....
Market-Ethos

How Much AI Do I Own?

In 2022, investors asked about bonds. In 2025, it was gold. In 2026, the question is "how much AI exposure do I have?" And the answer can change wildly depending on where you're invested....
Market-Ethos

The Eh-OK Consumer

The global economy is in good shape thanks to tech spending, fiscal stimulus, a manufacturing upturn and a spendy consumer. Let's check in on the Canadian consumer....
Market-Ethos

Dividend Divergence

For years, Canadian dividend strategies moved together. Since 2021, that single channel has split into many. ...