AdvisorAnalyst.com
Online/Digital
AdvisorAnalyst.com®, founded in 2007, syndicates and delivers investment insight, actionable commentary and analysis to the wealth management industry, investment professionals, and investors. Source
Actions
Media Outlet details
| Scope | National, Trade/B2B |
|---|---|
| Language | English |
| Country | Canada |
|
Similarweb UVM |
Request pricing |
|
Comscore UVM |
Request pricing |
Recent Articles
Search ArticlesManulife Stands Out While Insurance Stalls in Neutral
by SIACharts.com Manulife Financial Corporation (MFC.TO) ranks 10th of 62 stocks in the SIA S&P-TSX 60 Index Report, placing it in the Favored Green Zone. Its position is unchanged over the past month and down three places over the past quarter. The stock carries a SIA SMAX score of 9/10. Manulife has returned 3.53% over the past month, 8.72% over the past quarter and 27.17% year to date. The S&P-TSX Composite Index returned −2.91%, 1.46% and 11.91% over the same periods, respectively.
When Strong Earnings Meet Crowded Markets
Looking beyond AI AI dominated the headlines, but there were several signals outside technology. In Europe, the improvement was broader than one sector. Banks delivered better profitability, while defense companies benefited from full backlogs. The consumer picture was mixed. Lower-income demand softened as fuel and essential spending took more of household budgets. Travel, housing-adjacent spending and premium experiences held up better. Healthcare was also uneven.
Market Ethos: Hot in Herre
by Craig Basinger, Chief Investment Strategist, Purpose Investments Last week, we took a break from talking about yields and look what happened, they just kept going higher with the U.S. 10-year Treasury yield peaking above 5.2%. Up 50 bps in a month, and this yield was below 4% as recently as February. One would think a run-up in yields like this would elicit equity market weakness, but not so (or yet) with the S&P500 Index (“S&P 500”) sitting near its highs.
Taking the punchbowl away from the party
by Richard Bernstein, Global Head of Macro & Customized Investing, Janus Henderson An old saying is that the Fed “takes the punchbowl away from the party.” Late-cycle periods have generally been characterized by healthy economic growth, strong earnings growth, investor enthusiasm, rising inflation, and rising long-term interest rates. In response, the Fed has typically raised interest rates, which has tended to calm the markets and restore more rational capital allocation.
Stock Market’s Wall of Worry Gets Taller
Source: LPL Research, Bloomberg, 09/22/26 Indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Estimates may not materialize as predicted and are subject to change. Bottom line, the uncertainty around payoffs from AI is a risk for markets, but we believe it’s a manageable risk. Returns from AI need to justify capital outlays — no small task — but the weight of the evidence tells us not to bet against hyperscalers or equity markets broadly.
Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt
Listen on The Move What if the most powerful skill in wealth management has nothing to do with finance — and AI can never learn it? In this episode of Insight Is Capital, host Pierre Daillie sits down with Edmund Chien, Behavioural Finance Expert and Coach at Flow Cap Advisory, whose unconventional path — from Ryerson's theatre school to a $70-million book of business — reveals why 93% of what happens in a client meeting is invisible to artificial intelligence.
The Hidden Factor: How AI Is Rewriting the Rules of Portfolio Diversification
The River Never Runs Twice Ulrike Hoffmann-Burchardi has spent most of her professional life studying what comes next. As CIO for the Americas and Global Head of Equities at UBS Wealth Management, overseeing $7.3 trillion in assets under management, she brings to the role what few can: a PhD in financial econometrics, two and a half decades at Tudor Investment Corp building quant macro and global equity portfolios, and an almost academic obsession with technology-driven disruption.
The Energy Trade Is Changing: David Szybunka Makes the Case for Going Against the Grain
Six Years In, The Clock Is Still Running When David Szybunka, portfolio manager at Canoe Financial, last appeared on In the Money with Amber Kanwar in November 2025, he told viewers they were five years into a fifteen-year energy cycle. Since then, the TSX energy sector has risen nearly 30% and energy equities broadly are up 40%. The thesis is intact.
Trade Risks, Rising Costs, and the AI Inflection: What's Changed and What Hasn't
When President Xi Jinping arrived in Washington last week for his first state visit in a decade, markets hoped the three-day summit might reset the trajectory of U.S.-China trade. It did not. In his weekly commentary, BMO GAM Chief Investment Officer Sadiq Adatia cuts through the diplomatic noise across three fronts that now define the macro risk landscape: trade, energy, and artificial intelligence.
NVIDIA’s Relative Strength Is Surging. Can the Stock Clear Resistance?
by SIACharts.com NVIDIA Corporation (NVDA) ranks 61st of 504 stocks in the SIA S&P 500 Index Report, placing it in the Favored Green Zone. The stock has climbed 82 positions over the past month and 163 over the past quarter. Its SIA SMAX score is 9/10. NVIDIA has returned 5.76% over the past month, 15.11% over the past quarter and 20.97% year to date. Over the same periods, the S&P 500 Index returned 0.86%, 5.25% and 13.12%, respectively. The stock’s latest point and figure signal is a Double Top.