Section
Currency
266 posts
Canada's ETF Market Sends a Signal: Innovation, Income, and International Reach
The week of August 10–14, 2026 was not a quiet one for Canada's ETF industry. In a recap…
A Rare Signal: What the U.S.-Japan Currency Intervention Means for Portfolios
The yen has become a release valve. That is Bipan Rai's assessment, and the implications extend well beyond…
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.
ICYMI: Who Is Satoshi? A Year-Long Investigation Narrows to One Name
Bitcoin's founding mystery has outlasted 17 years, more than 100 named suspects, and at least two high-profile media attempts at resolution.
Agentic AI—The Killer Use Case for Blockchain and Crypto
To capture the AI growth opportunity today, most investors buy shares of AI-aligned companies and related verticals. But will the same playbook work for agentic AI? Sandy Kaul, Head of Digital Assets and Innovation explains.
Tokenisation: Why blockchain rails could redefine the future of finance
by Patrik Björklund, CFA, Innovation Strategist, Janus Henderson Innovation Strategist Patrik Björklund examines why tokenisation may be nearing an inflection…
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.…
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Listen on The Move Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan…
Money Is Getting Programmable. Banks Better Pay Attention.
BCG's Chris Schmid, Inderpreet Batra, and Roy Choudhury drop a verdict in their May 2026 flagship report1 that…
Ninepoint Partners’ Mid-Year Outlook 2026: Repricing the Future
A new regime has arrived. The consensus that began 2026 — inflation drifting back to target, central banks…
The End of the Options-Based Income ETF Trade-Off
Listen on The Move The options income ETF industry just crossed $1 trillion in assets — and…
Quick Thoughts: Crypto—what’s driving the recent fallout?
What investors need to know about the recent volatility in crypto currencies: thoughts from Franklin Templeton Institute.
Energy, Copper, and Gold ETFs and a World Running Out of Slack
Listen on The Move When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and…
The Case for Bitcoin
by Hubert Marleau, Market Economist, Palos Management From 4 p.m. on Sunday to Tuesday afternoon, the price of…
The Year Clarity Came to Crypto
by Christopher Gannatti, Ryan Louvar, Dovile Silenskyte, WisdomTree Key Takeaways In 2025, crypto regulation shifted dramatically from uncertainty…
Crypto ain't digital gold
by Richard Bernstein, Richard Bernstein Advisors Cryptocurrency enthusiasts like to refer to Bitcoin, Ethereum, and other cryptocurrencies as…