Section
Canadian Market
4020 posts
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
The Hidden Weakness in Canada’s Banking Surge
by SIACharts.com Bank stocks have been outperformers, especially in the back half of 2024 and the early days…
Key considerations for investors as markets surge
by BeiChen Lin, Russell Investments Executive summary: Equity markets are hovering near all-time highs in the U.S., Canada,…
Natural Gas is on Fire: The 106% Rally No One Can Ignore
by SIACharts.com Another week of trading is in the books, and we find the Natural Gas Continuous contract…
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
Impact Equals Profit: The Investment Opportunity of a Generation
The investment industry is undergoing a transformation, one that is redefining the relationship between financial returns and global…
Do Commodities Really Hedge Inflation?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments The usual spin on why you should…
Magna (MG.TO) is in the Danger Zone—Will It Plunge to $30 or Rebound to $85?
by SIACharts.com Magna International Inc. (MG.TO) shares continue to be under pressure, trading around the $55 level, delivering…
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
Copper’s Comeback Stalls: Why First Quantum Minerals Is Struggling Again
by SIACharts.com Having earlier established that the strength within the SIA Metals and Mining sector report is mainly…
Pressing Investment Questions into 2025 with Ilan Kolet
Listen on The Move Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we…
Tariff Time
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The only certainty in this noisy headline driven…
OPEC, Shale’s Twilight, and Canada’s Underrated Power Play
The world is awash in energy ignorance. Oil demand is at all-time highs. Inventories are scraping historic lows. And yet, the prevailing narrative...
Canada’s Energy Handcuffs: A Crisis of Our Own Making
There’s an old saying about not biting the hand that feeds you. Yet, in the latest chapter of…
