Section
Exchange Traded Funds
6407 posts
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
Listen on The Move The desk at RBC Capital Markets that sits behind 90% of Canada's…
The Narrative Market: Why Stories Are Moving Stocks More Than Fundamentals
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Many things move the share price…
Passive Bond Management Is an Oxymoron — And the Data Proves It
By Editorial Team, AdvisorAnalyst Why the conventional wisdom on active management doesn't apply to bonds — and what…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Why US and international dividend strategies are working again
As markets broaden beyond mega-cap technology stocks, dividend-oriented strategies are attracting renewed attention. Learn more from Dina Ting.
CAGE Is Open: Previously Out-of-Reach, This Factor-Aware Investing Model is Finally Available in Canada
by Editorial Team, AdvisorAnalyst For years, Canadian investors have been stuck with a binary choice: pay over 1%…
Beyond the Headlines: The Forces Shaping Markets in 2026
by SIACharts.com The first half of 2026 was shaped by a handful of powerful themes that influenced markets…
Why ETFs Are Winning Institutional Attention — And What It Means for the Way Portfolios Are Built
by The Editorial Team, AdvisorAnalyst A conversation between BMO GAM's Bipan Rai and Dan Stanley, Head of Institutional…
Five themes driving multi-sector fixed income in 2026
by Damien McCann, David Bradin, Greg Garrett, Capital Group KEY TAKEAWAYS AI investments, earnings growth, fiscal stimulus and a…
Market Ethos: Inflation Deja Vu?
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Memories of the inflation spike in…
Rising Treasury yields: Recalibration, not rupture
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Higher Treasury yields appeared to reflect a recalibration driven…
The Low-Volatility Factor Finally Gets Its Due
New research reconciles a long-standing disconnect between academic finance and real-world investing — and the implications for advisors are hard to ignore.
Ron Landry: Where is all the ETF money going?
CIBC Mellon's Ron Landry sees every dollar entering the Canadian ETF market. What he sees right now should reframe how advisors think about product selection, client education, and the regulatory cost burden quietly accumulating on their clients' statements.
Above the Noise: Solid ground for markets
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Higher gas…