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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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 ...
AI-driven portfolio management Current trends and what comes next Portfolio management has come a long way from the 1950’s reliance on static mathematical frameworks and fundamental analysis to the current ...
The forgotten asset class Fixed income in a volatile world For decades, bonds were seen as stability, dependable income and diversification in portfolios. They rarely generated the headlines that technology ...
New Members Who joined CFA Society Toronto between May 28, 2026 to September 15, 2026 Nadeem A. Abbasi, CFABlair Lloyd Abbott, CFAMuhammad Wasif Abdul RaufMudabbir AhmedMuhammad Zain ...
The price of persistence 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 ...