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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October 09, 2026
Fixed Income
JPM’s Michael Cembalest on AI Concentration, Debt Foreboding, and the Market's Uneven Foundations
In his October 8, 2026 Eye on the Market1, JP Morgan Asset Management's Michael Cembalest returns from California carrying…
The Can Runs Out of Road
Long bond yields have climbed to multi-decade highs, and the question facing governments, pension systems, and investors…
What Higher Interest Rates Are Telling Insurance Investors
by Eric Winograd, & Geoff Cornell, AllianceBernstein Higher government bond yields seem to be driven by factors…
