Section
Canadian Market
4240 posts
Can MGA Technology Improve Underwriting — or Merely Accelerate Bad Decisions?
Something significant is happening in Canadian insurance right now. Three separate regulatory tracks are landing on MGA technology…
A Relief Rally Meets a Reality Check
by SIACharts.com Equities began the week on firmer footing after tensions in the Middle East did not escalate…
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.
Headwinds, Inversions, and the Long Road Back: RBC GAM's Macro Update
RBC Global Asset Management Chief Economist Eric Lascelles delivers his latest #MacroMemo1 against a backdrop of compounding pressures:…
Stronger Together: Carney, the Fed and the 5% Threshold
When Prime Minister Mark Carney stood before the European Parliament and embraced an invitation for Canada to become…
Energy Hedges the AI Trade
ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more effectively.
Canada's Inflation Test: Insurance, Not a Cycle
In September, three of the four major developed market central banks raised rates. The European Central Bank, the…
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
Energy Markets: Supply Risks Return to the Forefront
by SIACharts.com The energy sector has remained a focal point for investors in recent weeks as escalating tensions…
The Walls Are Closing In: Robert Friedland on Copper's Monumental Reckoning
Robert Friedland, founder of Ivanhoe Mines and one of the most consequential mining entrepreneurs of the last four…
Timmer: Depth of Field (09/15/2026)
by Jurrien Timmer, Director of Global Macro at Fidelity Investments It feels good to be back home in…
Copper Supply Faces First Annual Decline Since 2017
by Frank Holmes, CEO, CIO, U.S. Global Investors Copper set another record this week. Three-month metal on the…
What’s driving the rise in global bond yields?
by Paul Eitelman, CFA, Global Chief Investment Strategist & BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy,…
Data Centre Backlash, Oil's Return, and the Consumer on the Edge
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, addresses three compounding pressures on markets in his…
WSP Global’s Technical Breakdown: New Lows Come Into View
by SIACharts.com WSP Global Inc. (WSP.TO) recently broke below prior support at $183.12, extending the technical weakness that…
Market Ethos: Yields, Tariffs, Seasonality and Flows
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager Purpose Investments This one likely has something…