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Spotlight
173 posts
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
Merger Arbitrage Advantage: Delivering Durable, Uncorrelated Return Streams
Introduction: Understanding the Opportunity in Merger Arbitrage Merger arbitrageāa subset of event-driven investingārepresents a distinctive opportunity for portfolio…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
āNavigating AIās Impact on Markets āWeāre still in the early innings.ā Thatās the assessment from AGF Portfolio Manager…
Capitalismās Chemical Crisis Creeps Closer, Quietly
Why Jeremy Grantham Thinks Weāre Poisoning Ourselves Out of Capitalism ā and What Investors Must Do Next By…
The Ergodic Gambler: Why Your Portfolio is Not What You Think It Is
"[Ray] Dalio tends to say you can have 16 uncorrelated return streams. Thatās just categorically untrue." Mutiny Fund's…
The Return of the "Macro Unicorn"
Why Investors Should Brace for a Break in the Old Rules āThere are decades where nothing happens; and…
Tariffs, Trade, and Transformation: The New Normal for the Global Economy
Capital Groupās Jared Franz and David Polak dissect the shifting sands of U.S. trade policy, the evolving role…
The Twilight of U.S. Shale and the Coming Energy Windfall
The world is waking up to an inconvenient reality: the shale revolution is ending. The relentless march of…
Confidence Shaken, But Not Yet Spent: RBC Economists Decode the Resilienceāand RisksāIn Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. Thatās the key takeaway1 from…
Global Shocks and Fixed Income Signals: Strategic View from Mackenzieās Dustin Reid
In a recent sweeping discussion on Market Exchange, Mackenzie Investmentsā Chief Fixed Income Strategist, Dustin Reid, unpacked a…
Rethinking Diversification: Navigating Correlation, Concentration, and Crisis in Modern Portfolios
Long revered as the only free lunch in finance, diversification now finds itself on trial, its once-unquestioned wisdom…
Harnessing the Power of Private Equity in a Diversified Portfolio
In the world of investing, diversification remains a cornerstone strategy for minimizing risk while maximizing potential returns. While…
The Liquidity Myth: Why the Future of Investing is Private
The landscape of wealth management is undergoing a profound shift. As traditional 60/40 portfolios come under scrutiny and…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
Thereās an old saying in investing: past performance is no guarantee of future results. Itās a phrase so…
