Special Features
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time…

The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's…

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”…

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October 08, 2026
Fixed Income
The Price of Capital Has Changed. Bond Markets Are Saying So.
The repricing now underway in global fixed income is not noise. It is a signal — one that Komson Silapachai and Thomas…
The Intelligence Age Has a Financing Problem
Coatue Management opens its October 2026 Publics Update1 with a warning about the market itself, not with a forecast. The…
Understanding the 10-Year Treasury: A Multifactor Framework
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, Headlines are popping up left and…
