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Spotlight
158 posts
Navigating Uncertainty with Discipline: Black Creek’s Heather Peirce on Markets, Risk and Resilience
In her latest market update on the Capital Insights1 podcast, Heather Peirce, Portfolio Manager & Managing Director at Black…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Product Pulse: Canadian Fund Landscape Expands with Wave of New ETF and Mutual Fund Launches
In a market environment marked by persistent volatility and an ongoing search for differentiated sources of income and…
Caution Over Exuberance: Navigating Q2 with BMO’s Guided Portfolio Strategy
“Hope for the best, but prepare for the worst.” That’s the mantra underpinning BMO Global Asset Management’s Q2…
Weathering Headwinds: Canada’s Economy Slows Ahead of Tariff Turbulence
Canada’s economy showed signs of fragility in early 2025, delivering a mixed signal on resilience amid rising trade…
Tariffs, Inflation, and a Tepid Start: U.S. Economy Slows Into Q1
The first quarter of 2025 delivered a sobering reality check for the U.S. economy, one that appears increasingly…
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…
When Policy is The Problem: Uncertainty as Macroeconomic Shock Doctrine
In a sweeping new report, Goldman Sachs’ US Economics Research team—led by Jan Hatzius, Jessica Rindels, Manuel Abecasis…
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
The Private Credit Power Play: Why Antrim’s Balanced Mortgage Fund is a Bet on Stability
When central banks flood the system with liquidity, asset prices go to the moon, and risk management becomes…
Understanding CTAs: The Structural Core of Modern Liquid Alternatives
Why Commodity Trading Advisors Deserve a Prominent Seat at the Alternatives Table In an investment climate increasingly shaped…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Markets, Multiples, and Macro Mayhem: Jeremy Siegel Weighs In
As geopolitical storms brew and policy signals blur, markets have found themselves navigating an increasingly volatile terrain. In…
Strategic Crossroads: Navigating the Trade Recalibration and Its Macro Reverberations
The geopolitical and economic landscape took a decisive turn last Wednesday, when the U.S. administration unveiled a sweeping…
Bubble Déjà Vu: Arnott Warns AI May Be 2025’s Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." That’s the story today’s…
Canada's Tariff Tangle: What Investors Need to Know Now
In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page…
