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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August 25, 2026
Fixed Income
When Policymakers Blink, Markets Remember
In a candid and structurally wide-ranging note published August 24, 2026, Nohshad Shah of Citadel Securities examines…
Normal Interest Rates: What The Debt Panic Gets Wrong
by Lance Roberts, RIA A 5% long bond isn’t the crisis, it’s the receipt, and the fifteen years when money was free did far…
The 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
