Section
Leading Indicators
210 posts
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
The Return of Pricing Power
In their latest High-Conviction Views report1, Janus Henderson's Richard Bernstein, Chris Benway, and Michael Talaga make a case…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Three-Front War on Portfolios
Sadiq Adatia sees three distinct pressure points converging at once: geopolitical persistence in the Middle East, European fiscal fragility, and a small-and-midcap equity thesis that lives and dies by the rate path.
The Kids Are Alright: What the Data Actually Says About Young People and Money
BCG's Centre for Macroeconomics delivers a counter-narrative on generational wealth that advisors and investors need to hear.
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 Inflation Test: Insurance, Not a Cycle
In September, three of the four major developed market central banks raised rates. The European Central Bank, the…
Gold: Old and New
by Craig Basinger, Chief Investment Strategist, Purpose Investments In early 2022, U.S. inflation as measured by CPI peaked…
The Great Rate Reset: Why the 40-Year Bond Bull Is Over — and What to Do About It
by AdvisorAnalyst Editorial Team | September 12, 2026 The bond market has been sending a clear message for…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Canada's Tariff Stress Test: Resilient, Not Invincible
In a recent episode of The Open Outcry Podcast, BMO Global Asset Management's Bipan Rai sits down with…
Bank of Canada Holds Again as Twin Pressures Mount
The Bank of Canada held its policy rate unchanged at 2.25% for a seventh consecutive meeting, a decision…
CIO Perspective: AI, the Fed and Market Opportunities
by Rick Rieder, Senior Managing Director, CIO, Global Fixed Income, BlackRock Are there more stars in the sky…
Section 338 and the Next Phase of the Trade War: What RBC Economics Sees Coming
The U.S.-Canada trade conflict has entered a new chapter, and the terms are notably less ambiguous than before.…
The Fed Is Standing Down: What GS' Hatzius Sees in the Data
Goldman Sachs chief economist Jan Hatzius published "Global Views: They're Not Hiking"1 on August 16, 2026, and the…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
Lacy Hunt Turns Bearish Bonds: Studying His Reversal
by Michael Lebowitz, RIA Economist Lacy Hunt has been a bond bull longer than most money managers have…