The Détente Dividend: Rethinking the US-China War Premium
In a bi-weekly geopolitical report published October 26, 20261, Patrick Fearon-Hernandez, CFA, of Confluence Investment Management challenges one of the most deeply held assumptions in global investment strategy: that the United States and China are on a collision course. His conclusion will surprise investors who have spent years pricing in the worst. The Trap Reviewed The analytical…
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Basis PointsWeekly Basis Points
Without a Supermajority, the Midterms Don’t Matter
Ep 336
Views from the DeskViews from the Desk
Sector Spotlight: Finding Opportunity in Today’s Concentrated Market
Ep 46
The Open OutcryThe Open Outcry
Impact of Higher Rates on Canada’s Housing Slump
Insight
Why a Core-Plus Fixed Income Strategy May Improve Portfolio Performance
Special Features
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the…
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…
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October 28, 2026
Fixed Income
Rates Retrace, Credit Doesn't: The Tightening Pipeline Still Has Work to Do
With the Federal Open Market Committee convening this week for the first time since its September rate hike, Sage…
Jurrien Timmer: Upstairs Downstairs (10/26/2026)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Price discovery never rests For the DCF model, the…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of our lifetimes — and is no…
