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ideas
147 posts
The Smartest Money: What Share Issuance Is Telling Us About the Market
When the most profitable companies in the world suddenly line up to sell stock, it pays to ask…
When the Asset Stays but the Tax Bill Arrives
Using permanent life insurance for estate liquidity in Canada
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.
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
The Credibility Dividend: Why the Rise of Finfluencers is Making Real Advisors More Valuable, Not Less
Listen on The Move 35% of Canadian retail investors have made a financial decision because of a…
The Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
The Subscription Model Gateway to [More] Lifelong and Next Generation Clients
For most of the financial advisory industry, the client relationship begins with assets. For Daniel Friedman, CEO of…
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
The Wisdom at 80: Howard Marks on AI, Uncertainty, and the Art of Thinking Differently
By AdvisorAnalyst.com Editorial | July 2026 Howard Marks does not waste words. The chairman and co-founder of Oaktree…
Stock Market Bubbles Are Rarer Than You Think — 232 Years of Data Prove It
A landmark Yale study spanning U.S. market history from 1792 to 2024 challenges one of finance's most durable myths: that what goes up must come crashing down.
Inside the Minds of Canadian Investors: Survey Findings Every Advisor Should Know with Sam Febbraro
Listen on The Move 🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be…
Capital Group's Carl Kawaja on Policy Risk, Flexibility, Focus, and Finding Tomorrow’s Gold
In a rapidly shifting global landscape, investors are faced with an unrelenting challenge: how to distinguish true opportunity…
NBI's Martin Lefebvre: Q4 2024 - 2025 Economic and Market Outlook
Listen on The Move Navigating Economic Uncertainty: Insight from Martin Lefebvre In this episode of the Insight is…
National Bank's Daniel Straus: Extraordinary ETF Insights & Outlook
Listen on The Move In this episode of 'Insight is Capital', host Pierre Daillie sits down with…
Savita Subramanian: "Buy Deprivation, Sell Overbuild"
In her latest note, BofA's Savita Subramanian points out that some of the cash-starved sectors of the past…
Beyond Flash Boys: Improving Transparency and Fairness in Financial Markets
Beyond Flash Boys: Improving Transparency and Fairness in Financial Markets by Mark Harrison, CFA, CFA Institute Are markets…