Special Features
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time…

The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's…

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”…

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September 30, 2026
Fixed Income
Rates on the Rise: Apollo Chart the Risks and Opportunities Reshaping Credit
In a September 2026 research presentation, Apollo Global Management's Shobhit Gupta and Torsten Slok 1 lay out a case that…
Trade Risks, Rising Costs, and the AI Inflection: What's Changed and What Hasn't
When President Xi Jinping arrived in Washington last week for his first state visit in a decade, markets hoped the…
How rising bond yields are shaping the market outlook
by Larry Adams, CIO, Raymond James Key takeaways: The resilient economy is facing a more challenging forecast Equity…
