Section
Canadian Market
4175 posts
More Crude, Less Concern: Goldman Sachs Cuts Recession Risk as Oil Shock Fades
Jan Hatzius sees a cleaner macro path ahead, but the road remains narrow.
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…
Rise of the Market Technician
by Craig Basinger & Derek Benedet at Purpose Investments In 1998, I finished the three CFA exams, often…
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.
Canada’s Economic Woes
Canada’s paths to growth have frozen.
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
Brooke Thackray: Animal Spirits vs. Seasonal Rotation?
Listen on The Move The seasonal clock is ticking — and if history is any guide, the…
Capital Power Breaks Out as Utilities Regain Leadership
by SIACharts.com Capital Power Corp. currently holds a SMAX score of 8 out of 10, indicating positive technical…
The Earnings Engine: How Brian Belski's 2026 Thesis Is Playing Out, Report by Report
From volatility as price of admission to SMID's second chance — five weeks of Belski Briefs tell a remarkably coherent story
Magna Breaks Out as Relative Strength Surges Despite Auto Sector Headwinds
by SIACharts.com Magna International Inc. (MG.TO) appears to be exhibiting strong technical characteristics, supported by a SMAX score…
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 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…