Special Features
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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Fixed Income
Five Questions into 2026: Discipline at the Edge of Euphoria
In their First Quarter 2026 note1, the Global Asset Allocation Team at Fidelity Investments Canada frame the moment with…
Commodities, Reconsidered: From Tactical Trade to Structural Allocation
BMO Global Asset Management’s Bipan Rai on how allocations to broad commodities exposure can serve as a meaningful…
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and…
