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Commodities, Reconsidered: From Tactical Trade to Structural Allocation
BMO Global Asset Management’s Bipan Rai on how allocations to broad commodities exposure can…
How One Stock Picker Makes Concentration Work in His Favour
Guardian Capital LP's Sam Baldwin ignores the TSX playbook to find Canada’s “coiled spring”…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why…
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April 13, 2026
Fixed Income
Don't Trade the Headlines. Watch These Two Things Instead — April 13, 2026
Forward-looking analysis of the week's most important investment themes
The Party Always Ends—How to Build a Portfolio for The Morning After | Meb Faber
Listen on The Move The party always ends — and Meb Faber, one of the most data-driven voices in global investing,…
Stephen Dover: Iran ceasefire—A relief rally, not an all-clear
by Stephen Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton US President…
