Special Features
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the…
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…
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November 13, 2026
Fixed Income
The Inflection Point: Why the Risk Calculus Is Shifting
The bond-equity correlation that defined the post-pandemic inflation era may be breaking down, and Sage Advisory's Komson…
When Dividends Aren't Enough: The Case for a Resilient Shareholder Yield Framework
For decades, the dividend yield has served as the default shorthand for income-oriented equity investing. It is familiar,…
G4 Sovereign Supply Finds a Ceiling — Except in Japan
Goldman Sachs Global Interest Rates Research, led by William Marshall and Simon Freycenet, releases its 2027 G4 sovereign…
