Section
Canadian Market
4020 posts
Cenovus Bounced at Exactly $15âBut Is This Rally Just a Mirage?
by SIACharts.com In our December 20, 2024, note we highlighted Cenovus Energy as an underperformer in both absolute…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
False Crises
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Markets have performed well during the first half…
Smarter Diversification, Without the Trade-Offs: Why Return Stacking Changes the Game
In a market where shocks can hit from any angle, investors need more than a balanced portfolioâthey need…
Value Buyâ or Value Trap? Enghouse Just Became a Textbook Warning
by SIACharts.com In todayâs edition of the Daily Stock Report, we are going to look at Enghouse Systems…
Fragile Convictions, Fortified Portfolios: PICTONâs Playbook for a Market Built on Hope
âWe donât think itâs a bull market... we think itâs very prudent to focus on much better diversification within portfolios.â â David Picton, President & CEO, PICTON Investments
Canada built the ETFânow it risks losing the industry to the U.S.
What if the biggest threat to Canadaâs financial future isnât inflation or interest ratesâbut our own indifference to homegrown ETFs?
Manulifeâs Momentum Just Cracked â Hereâs Why That Matters More Than You Think
by SIACharts.com Shares of Manulife Financial Corp. (MFC.TO) have been steadily dropping within the ranks of the SIA…
The Worldâs Shifting â Here's How Capital Group Thinks You Should Shift With It
âIt feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,â says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
From Leader to Laggard: The Technical Case Against Pembina Pipeline Right Now
by SIACharts.com In todayâs edition of the Daily Stock Report, we offer an examination of Pembina Pipeline Corp…
Golden Cross, Gilded Politics: Why the S&P 500 Just Wonât Quit
by Hubert Marleau, Market Economist, Palos Management July 4, 2025 Blending Fiscal and Monetary Policies By now all…
Sadiq Adatiaâs Big Shift: Betting on Whatâs Been Left Behind
When youâre the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Brian Belskiâs No-Nonsense Strategy for Todayâs MarketsâNow in ETFs
Letâs face itâthese days, investors are drowning in headlines, macro fears, and non-stop data streams. But BMO Capital…
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
Canadaâs Trade Deficit ShrinksâBut Tariff Turbulence Still Looms
For Canadian exporters, the past few months have felt like a game of dodgeballâonly the balls are tariffs,…
