Zelos Soundbites delivers quick, engaging insights from Zelos Investment Counsel, covering everything from understanding asset classes to navigating key considerations for advisors. Whether you’re an investor looking to grow and protect your wealth, or a strategic partner seeking a trusted platform to serve clients, these bite-sized episodes share practical knowledge, industry perspectives, and reasons why working with Zelos can help you achieve more.
Zelos Soundbites
Claim This Podcastby Zelos Investment Counsel
15 episodes
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Podcast Overview
Zelos Soundbites delivers quick, engaging insights from Zelos Investment Counsel, covering everything from understanding asset classes to navigating key considerations for advisors. Whether you’re an investor looking to grow and protect your wealth, or a strategic partner seeking a trusted platform to serve clients, these bite-sized episodes share practical knowledge, industry perspectives, and reasons why working with Zelos can help you achieve more.
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Publishing Since
8/12/2025
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Recent Episodes
May 15, 2026
15. March 2026 Zelos Ridgeline
<p>March was a broadly negative month, with all four indices we track, the S&P/TSX Composite, S&P 500, MSCI World, and Canadian bonds, finishing in negative territory.The driver was less about any single data point and more about a change in market narrative.Following a period where markets were increasingly confident in moderating inflation and eventual interest rate cuts, March introduced a new variable: a sharp rise in energy prices tied to escalating geopolitical tensions. This led to a reassessment of inflation expectations and, in turn, central bank policy paths, creating a more cautious environment across asset classes.Markets responded accordingly, equities declined, bonds also faced pressure as yields adjusted, and volatility increased across regions. In short, it was a reminder that markets can reprice quickly when assumptions change. March is exactly the type of environment our portfolios are built to navigate. While periods like this can be uncomfortable in the short term, they reinforce a key principle: consistency over time is often a function of how portfolios behave in difficult markets, not just strong ones.Across our model portfolios, the focus remains on:- Reducing downside participation during market stress- Maintaining participation during recoveries- Producing a more consistent return experience over full cyclesThis approach has historically resulted in lower downside capture relative to upside capture, contributing to stronger risk-adjusted outcomes over time.Since inception, our model portfolios have demonstrated a narrower return range and meaningfully lower volatility, with standard deviation approximately 2.0% to 2.3% below their benchmarks, depending on the mandate.Importantly, consistency is not accidental, it is the result of disciplined portfolio construction, diversification across asset classes (including alternatives), and careful manager selection. I had the opportunity to spend a couple of days in Toronto recently, meeting with several of our long-standing portfolio managers. These sessions are always valuable, not just for reviewing performance, but for understanding how managers are thinking about markets, risk, and opportunity in real time. What stood out most was not a shift in strategy, but the opposite: a continued focus on disciplined execution and long-term thinking.</p>
May 15, 2026
14. February 2026 Zelos Ridgeline
<p>Seven Years in the Market: A Full‑Cycle Perspective</p><p>February marks an important milestone for Zelos, seven years of live performance across our pools and model portfolios. Over 7 years, Zelos model portfolios have returned between 6.4% to 8.9%.</p><p>This track record has now spanned several distinctly different environments, including: The COVID‑19 market dislocation, The 2022 inflation‑driven drawdown, The post‑pandemic recovery, and the more recent period of concentrated equity leadership and macro volatility.</p><p>Through each phase, our focus has remained consistent: protect capital in drawdowns, compound steadily over time, and avoid reliance on any single regime or market narrative.</p><p>We believe this full‑cycle experience matters, particularly at a time when headline returns can mask underlying risk.</p>
May 15, 2026
13. January 2026 Zelos Ridgeline
<p>A New Year Begins with Uncertainty</p><p> </p><p>The start of 2026 has reminded investors that markets rarely move in straight lines. January was shaped by a mix of geopolitical developments, shifting expectations around artificial intelligence, and ongoing adjustments in global interest rate expectations.</p><p> </p><p>One of the most widely discussed developments was the escalation of tensions involving Iran in the Middle East. While geopolitical events often create short-term volatility, energy markets tend to respond quickly given the region’s importance to global oil supply.</p><p> </p><p>West Texas Intermediate (WTI) futures spiked over ~US$100/barrel intraday in early March, a move of over 65% from late February levels, as investors assessed risks around the Strait of Hormuz, a corridor that handles ~20% of global petroleum liquids. This type of move tends to tighten financial conditions and revive inflation concerns.</p><p> </p><p>For investors, the ripple effects are broad. Higher oil prices can influence inflation expectations, which in turn affects central bank policy, bond yields, and equity valuations. For Canada, the dynamic is somewhat unique as the energy sector represents a meaningful portion of the domestic equity market, providing a degree of offset relative to other global markets when energy prices rise. Other nations benefiting would include countries like Norway and Russia. Notably, if high oil prices persist, Russia will have enhanced financial capability to continue to fund the war in Ukraine. </p><p> </p><p>The month also highlighted a shift occurring within technology markets. Over the past several years, enthusiasm around artificial intelligence has driven substantial capital investment across semiconductors, cloud infrastructure, and enterprise software. Recently, however, some software-as-a-service companies have experienced notable pullbacks as investors reassess valuation levels, pricing power, margins, and potential business model transitions.</p><p> </p><p>Despite uneven leadership across global markets, the Zelos model portfolios continued to produce steady results over the past year. As at January 31, 2026, one-year returns ranged from approximately 6.1% to 7.1% depending on the mandate.</p><p> </p><p>While the absolute level of returns is important, we believe the consistency and risk profile of these portfolios is equally meaningful. Since inception in early 2019, the portfolios have delivered competitive long-term returns while maintaining lower volatility than many broad equity benchmarks.</p><p>Zelos Model Portfolio Update</p><p>Despite uneven leadership across global markets, the Zelos model portfolios continued to produce steady results over the past year. As at January 31, 2026, one-year returns ranged from approximately 6.1% to 7.1% depending on the mandate.</p><p> </p><p>While the absolute level of returns is important, we believe the consistency and risk profile of these portfolios is equally meaningful. Since inception in early 2019, the portfolios have delivered competitive long-term returns while maintaining lower volatility than many broad equity benchmarks.</p>
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