Section
Trade
227 posts
Data Centre Backlash, Oil's Return, and the Consumer on the Edge
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, addresses three compounding pressures on markets in his…
The One Thing We Haven't Talked About
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Economic progress is the work of the savers, of the…
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.
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…
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
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…
What the new Section 338 tariffs mean for the U.S. and Canada
by BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy, Russell Investments Key takeaways Trade talks between Canada…
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 Inflation Regime Has Changed. Has Your Portfolio?
HSBC Asset Management's multi-perspective report, "Investing Across a New Inflation Regime1,” marshals a foreword by Stephen D. King,…
Canadian Inflation Edges Higher in July as Energy Costs Drive Headline, Core Holds Firm
Canadian headline inflation climbed to 3.0% year-over-year in July from 2.8% in June, but the rise tells only…
The Regime Has Changed: What Financial Markets Are Telling Us About Supply-Side Risk
A new research letter published August 10, 2026, by the Federal Reserve Bank of San Francisco is worth…
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 Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
The Ground Has Shifted: Meketa's Mid-Year Macro Reckoning
What began as a framework organized around four familiar themes has become something considerably more urgent. When Meketa…
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…