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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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 ...
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 ...