ETFs
Special Features
Commodities, Reconsidered: From Tactical Trade to Structural Allocation
BMO Global Asset Management’s Bipan Rai on how allocations to broad commodities exposure can…

How One Stock Picker Makes Concentration Work in His Favour
Guardian Capital LP's Sam Baldwin ignores the TSX playbook to find Canada’s “coiled spring”…

The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why…

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April 17, 2026
Fixed Income
Quick Thoughts: A helpful ceasefire, but a fragile pause
The US-Iran ceasefire has lifted markets; however, Franklin Templeton Institute’s Stephen Dover explains why this looks…
KKR's McVey: Muddle Through, Not Meltdown — But Don't Get Comfortable
Henry McVey and KKR's Global Macro team have updated their U.S. forecasts in response to the Iran conflict, Strait of…
The Economy Takes Multiple Shocks in Stride
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand…