Section
Outlook
22459 posts
Canadian Energy ETFs Rally on Gulf Standoff, But Flows Tell a More Complicated Story
Canadian energy funds staged their strongest week in months last week, with the sector rising 5.45% and extending…
The Inflation Regime Has Changed. Has Your Portfolio?
HSBC Asset Management's multi-perspective report, "Investing Across a New Inflation Regime1,” marshals a foreword by Stephen D. King,…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
Canada's ETF Market Sends a Signal: Innovation, Income, and International Reach
The week of August 10–14, 2026 was not a quiet one for Canada's ETF industry. In a recap…
Canadian Inflation Edges Higher in July as Energy Costs Drive Headline, Core Holds Firm
Canadian headline inflation climbed to 3.0% year-over-year in July from 2.8% in June, but the rise tells only…
Why market headlines may miss the bigger picture
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Oil, inflation,…
Yen Intervention Narrative: What’s True And Not
by Lance Roberts, RIA Japan didn’t just spark a currency crisis; it reminded everyone that the Fed has…
The Asset Management Industry Growth Model Is Breaking. AI Can Fix It.
The asset management industry faces a structural reckoning, and Boston Consulting Group's July 2026 Executive Perspectives report —…
3M Breaks Out: Triple Top Signal Puts $213 in Focus
by SIACharts.com 3M Company (MMM), which trades on the New York Stock Exchange, has achieved an SIA SMAX…
The Balance of Flows Is Shifting: Why August's Buyer List Is Growing
Citadel Securities' Scott Rubner maps ten converging forces that are quietly shifting August's flow asymmetry in favour of equity buyers.
The Coming AI Crash? Why the Plutonomy Is Running Out of Road
A new working paper from the Levy Economics Institute, "Plutonomy — the AI Edition — and the Coming…
The Broadening Out
When Big Tech Cheapens and the Rest of the World Catches Up
3 things to consider when investing in concentrated markets
by Kathrin Forrest, Equity Investment Director, Capital Group Market concentration across global equity benchmarks has become a key…
Lacy Hunt Turns Bearish Bonds: Studying His Reversal
by Michael Lebowitz, RIA Economist Lacy Hunt has been a bond bull longer than most money managers have…
A Tale of Two CTAs
by Michael McClain, Alternative Investment Research Analyst and Due Diligence, LPL Research Depending on the lookback period, it…