Insights, perspectives, and stories from Toronto’s investment community.
The Analyst is a professional industry publication produced by CFA Society Toronto for members and the broader finance and investment community. Serving as The Analyst’s flagship product, this print and digital publication brings together thought leadership, practical insight, member perspectives, and industry dialogue to help current and future members thrive at every stage of their careers.
Guided by an editorial advisory committee and informed by contributions from practitioners, The Analyst provides practical, credible, and relevant insights grounded in real-world experience, helping finance and investment professionals understand what matters, learn from credible peers and leaders, and apply insight to their careers and professional decisions.
Regime-aware, tail-risk-sensitive portfolio construction This article examines a dynamic approach to portfolio construction and regime-aware investing where diversification could fail during market structural shifts. It draws on six source articles: When Diversification Fails by Sébastien Page and Robert A. Panariello; Diversification during Hard Times by Najah Attig and Oumar Sy; Asset Allocation Models and Market […]
Why the next oil shock will be measured in months, not dollars The most revealing fact about a recent oil shock was not the price move. It was the silence that followed. Crude rose sharply as tensions around the Strait of Hormuz threatened one of the world’s most important energy corridors. Traders repriced risk, governments […]
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Why infrastructure belongs in a modern investment portfolio Investing in private infrastructure has historically been the domain of institutional investors and pension funds – until recently. The appeal is clear. From airports and ...
Board chair message At a time when tariffs and shifting geopolitical relationships are making global trade less predictable, strengthening Canada’seconomy at home has new urgency. We cannot control ...
From the editor in chief Geopolitical tension and supply shocks have the world rethinking globalization. Today, in 2026, we face new challenges, opportunities and disruptions because of globalization, as ...
From the desk of the CEO 90 Years Forward This year, CFA Society Toronto marked 90 years of service to Canada’s investment profession. It was an important milestone that provided us a chance to look back ...
Charterholder profile: Lynn Wang Wealth Advisor at Aethalon | iA Private Wealth Inc. In 2019, Lynn Wang, CFA, CAIA, CFP®, TEP, CLU, FRM, took a major career risk: she left her corporate position for ...