Section
Canadian Market
4273 posts
Atoms Over Algorithms: GMO's Case for Rebuilding America's Industrial Core
Hamilton's Ghost Sam Klar, portfolio manager on GMO's Focused Equity team, opens his November 2026 note, Investing in…
The Pause Before the Push
Jeffrey R. Thompson, Chief Executive Officer of Donoghue Forlines1, opens the firm's October 2026 commentary with a market…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
Five Years From Unrecognizable: Bridgewater's Jensen on the Feedback Loop Markets Refuse to Price
The tidal wave of headlines can feel like noise. For Greg Jensen, Co-Chief Investment Officer of Bridgewater Associates,…
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.
Royal Bank’s Mixed Signals: A Double Top Meets Fading Relative Strength
by SIACharts.com Royal Bank of Canada remains in the Favored Green Zone of the SIA S&P-TSX 60 Index…
An examination of Canadian Large Caps vs Mid Caps - Year to date in focus
by SIACharts.com The S&P/TSX 60 Index (TSX 60) outperformed the S&P/TSX Canadian Midcap Index (Mid cap) through much…
Where Conviction Meets Its Price: BMO GAM's Adatia on AI, Oil, and the Mega-Merger Markets Are Watching
In his weekly commentary dated October 26, 20261, BMO Global Asset Management CIO Sadiq Adatia confronts a question…
When scarcity meets electrification: Why critical resources are becoming strategic assets
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson As electricity demand accelerates, investors are increasingly focused on…
ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right
Listen on The Move Canada's ETF market just hit $1 trillion in assets — but record flows…
Dollarama Gains Nearly 16% as the TSX Slips: What the Charts Reveal
by SIACharts.com Dollarama has broken above prior resistance at $205.90 following a sharp improvement in relative positioning. The…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
Canada's Long Inflation Advantage: Why Value's Moment Has Years Left to Run
Kim Shannon of Sionna Investment Managers makes the case that Canada's structural advantages are not a trade to close but a regime to inhabit, and names the stocks she is holding to prove it.
Oil Reserves Are Getting Thin
Oil stocks can't replace oil flows forever.
Bad Inflation Cures Itself. Good Inflation Doesn’t
by Lance Roberts, RIA The economy is running bad inflation, and the bad kind is the temporary kind,…
Why One of North America’s Most Contrarian Investors Just Showed Up in Canada
Listen on The Move What if the most "diversified" portfolio you own is actually one of the…