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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ETF leadership legend Global X Canada president and CEO Rohit Mehta is combining global influence with local expertise to provide Canadians with innovative investment solutions (Editor’s Note: This ...
CFA Societies Canada quarterly advocacy update What’s new with advocacy at CFA Societies Canada? Advancing investor protection, industry professionalism and market integrity across Canada, CFA Societies Canada focuses ...
Moving beyond static diversification Regime-aware, tail-risk-sensitive portfolio construction This article examines a dynamic approach to portfolio construction and regime-aware investing where diversification could ...
Preparing for The Unexpected Are extreme 1-in-100 events becoming normal, and are current models fundamentally broken? Most institutional investors have had the same quiet moment over the past two decades. It ...