Section
Spotlight
158 posts
The Market Illusion: Mike Green on Inflation, Geopolitics, and the Hidden Recession
If you stare long enough at the stock market, you may begin to believe it's telling you the…
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...
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
The World is Evolving. So Too Must Portfolio Construction.
Rethinking Portfolio Construction: Why 40/30/30 is the Key to Balance Since 1950, the investment portfolio has remained largely…
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...
Equity Income in the AI Age: Betting Against the Bubble?
It takes a special kind of arrogance to believe that the market can continue defying gravity indefinitely. Yet,…
Crowded Trades & The Passive Investing Paradox
The most dangerous investments are the ones everyone believes are safe. Today, the largest passive funds in the…
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
The Digital Darwinism of Financial Advisors: Evolve or Be Forgotten
The financial advisory business isn’t what it used to be. In an era where digital-first millennials are set…
Mitigating Market Risks and Uncertainty: The Larry Swedroe Playbook
At a time when the financial world is inundated with forecasts, opinions, and overconfidence, Larry Swedroe stands as…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
Impact Equals Profit: The Investment Opportunity of a Generation
The investment industry is undergoing a transformation, one that is redefining the relationship between financial returns and global…
Vision 2025: Will Danoff on Markets, AI, and the Relentless Pursuit of Alpha
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com Will Danoff doesn’t do complacency. The legendary Fidelity portfolio manager has spent…
Vision 2025: Lessons from Fidelity’s Heavyweights
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com The art of capital allocation is an unforgiving pursuit, where mistakes are…
OPEC, Shale’s Twilight, and Canada’s Underrated Power Play
The world is awash in energy ignorance. Oil demand is at all-time highs. Inventories are scraping historic lows. And yet, the prevailing narrative...
Canada’s Energy Handcuffs: A Crisis of Our Own Making
There’s an old saying about not biting the hand that feeds you. Yet, in the latest chapter of…
