Section
Spotlight
173 posts
Canada’s Big Comeback: Markets, Momentum, and Major Projects
By the time September 2025 rolled around, the markets looked a lot like the season itself—unexpectedly vibrant. At…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Building a Smarter Defense: How Meketa’s Risk Mitigating Strategies Framework Redefines Portfolio Resilience
Wall Street, like any professional sport, has its own language—and often, that language obscures more than it clarifies.…
Private Investments Come of Age: Opportunity & Balance Unlocked
Listen on The Move Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In…
Oil’s Crossroads: Why Eric Nuttall Thinks Short-Term Wobbles Hide a Bigger Opportunity
After a quiet summer, Eric Nuttall of Ninepoint Partners returned with back-to-back updates on September 4 1 and…
Bulls vs. Bears: How BMO GAM Weighs Opposing Signals
As summer gives way to fall, uncertainty is once again the main theme investors can’t ignore. Trade fights,…
Rethinking Risk and Closing the Gap: What Really Trips Investors Up
When it comes to investing, there are two stories we’ve all been told. The first: you have to stay invested at all times or risk “missing the best days.” The second: investors are their own worst enemies, constantly sabotaging their returns.
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.
Concentration, Complacency, and the Case for Diversification
For years, the S&P 500 has looked like a rocket ride—powered mostly by a handful of mega-cap tech…
Riding Out September: Why Investors Shouldn’t Flinch
Every year when September rolls around, investors dust off the same old warning: it’s the worst month for…
BMO's Bipan Rai: 5 Big Misreads the Market's Making—Why It’s Time to Rethink Your Portfolio
As investors trickle back from summer break and the post-Labour Day grind begins, Bipan Rai—Managing Director and Head…
Trade War Bite Shows Up in Canadian Jobs: RBC's Claire Fan on August’s LFS Print
Canada’s labour market just sent a clear signal: the trade war is no longer an abstract headline—it’s hitting…
Building the Future of Canadian ETFs: A Conversation with BMO’s Tammy Cash and Alain Desbiens
When it comes to the Canadian ETF industry, few names resonate more than Tammy Cash and Alain Desbiens. Between…
ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders
Listen on The Move Canada invented ETFs — but how did they grow into a trillion-dollar force,…
More Than Compliance: Why CRM3 Is a Pivotal Trust Opportunity for Advisors
Canadian wealth management is about to undergo a seismic shift. CRM3—better known as Total Cost Reporting (TCR)—isn’t a…
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
