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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September 04, 2026
Fixed Income
On My Mind: Rearranging the Debt Chairs
According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the…
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week, with…
The 11% Problem: Why the Traditional Portfolio Has Run Out of Road
In a September 2026 LinkedIn essay, Raoul Pal argues that conventional portfolio construction has not merely…
