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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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 ...
Capital Rotation Follow the money, not the economy With a credential earned, real education begins There is a rite of passage for newly minted CFA charterholders. It arrives when the realization ...