Insights, perspectives, and stories from Toronto’s investment community.
The Analyst is CFA Society Toronto’s flagship content platform, bringing together thought-leadership, practical insight, member perspectives, and industry dialogue across multiple formats. Through articles, interviews, podcasts, video, audio, and digital features, The Analyst explores the issues, trends, and ideas shaping finance and investment today.
Guided by an editorial advisory committee and informed by contributions from practitioners, The Analyst is designed to be credible, relevant, and grounded in real-world experience. It is where members can stay informed, share expertise, elevate their voices, and engage with the conversations that matter to the profession.
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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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 ...
The same old genius, 36 years later A Short History of Financial Euphoria, by John Kenneth Galbraith Nvidia is now worth more than US$5 trillion, more than the annual output of every country on earth except the ...