Section
Canadian Market
4166 posts
Gold Looks Oversold. Is This the Contrarian Moment Investors Have Been Waiting For?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gold has always had a way of testing investors’ expectations.…
A Super El Niño Threatens Rolling Waves of Commodity-Driven Inflation
by Editorial Team, AdvisorAnalyst.com Schroders' David Rees and Sandeep Jaggi open with a framing distinct from a standard…
Beyond the EM-DM Divide: Allianz Research's 4Rs Framework Reframes Emerging Market Risk
by Editorial Team, AdvisorAnalyst.com The Iran war has done something no oil shock has done before. According to…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
Canada's Economy Is Bruised, Not Broken — But the Map Has Fractured
RBC Economics' Q2 2026 Quarterly Canadian Outlook, led by Chief Economist Frances Donald, delivers a diagnosis that cuts through the noise: headline GDP numbers are lying to you.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The ETF Market Has Quietly Rebuilt Itself Around 2022's Wreckage. RBC's Valerie Grimba Explains What Advisors Are Missing.
The 60/40 portfolio didn't just underperform in 2022. It failed on its own terms. Both legs went down…
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
The UAE Walks Out: What OPEC's Fracture Means for Oil Prices
Bill O'Grady of Confluence Investment Management argues the cartel's shrinkage sets the stage for a structural bearish shift in crude — once the Strait of Hormuz reopens.
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Fertilizer and Food
A break in fertilizer supplies will be felt around the world.
The Narrative Market: Why Stories Are Moving Stocks More Than Fundamentals
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Many things move the share price…
Valero Breaks Out: Why VLO’s Technical Strength Is Turning Heads
by SIACharts.com Valero Energy Corp (NYSE: VLO) continues to exhibit strong technical characteristics, reflected in its SMAX score…
CAGE Is Open: Previously Out-of-Reach, This Factor-Aware Investing Model is Finally Available in Canada
by Editorial Team, AdvisorAnalyst For years, Canadian investors have been stuck with a binary choice: pay over 1%…
Beyond the Headlines: The Forces Shaping Markets in 2026
by SIACharts.com The first half of 2026 was shaped by a handful of powerful themes that influenced markets…
The Uneasy Path: National Bank Investments' CIO on Markets, Momentum, and the Risks That Won't Go Away
by AdvisorAnalyst Editorial Staff Markets don't climb walls of worry so much as they ignore them — until they…