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All eyes on Hormuz
  • 10 hours ago

Strait of Hormuz tensions disrupt global oil, LNG and commodity flows, driving energy price volatility and supply risks across Asia and global markets.

F&B manufacturers: How to trust AI forecasts when conditions change
  • 10 hours ago

AI can cut waste and smooth inventory, but model drift can undermine forecasts fast. Monitoring, thresholds and human override can help your food and beverage organisation stay resilient.

What to Ask Your Index Manager
  • 10 hours ago

Fee compression has focused investors’ index manager selection on one important but limited criterion: price. We believe investors should be asking more questions.

Ahead of the Curve: Monthly Bond Market Recap and Outlook – February 2026
  • 17 Mar 2026

Canadian bond markets had a positive start to 2026, as softer-than-expected economic data pushed interest rates lower across most of the yield curve, except for the 1-month, 20-year, and 30-year te...

AI Data Centers and Emissions Q&A, Part 2: Impact on Carbon Footprint
  • 17 Mar 2026

In Part 1 of this two-part series, Michael Gillenwater, the executive director, dean, and co-founder of the Greenhouse Gas Management Institute, explained the basics of carbon accounting and the ch...

China’s risk-reward is shifting
  • 17 Mar 2026

China’s underappreciated equity market and energy resilience amid current geopolitical tensions warrants consideration, according to Franklin Templeton ETFs’ Dina Ting. In this article, she discuss...

CIO Briefing - War in Iran: Increasing bearish sentiment in week 2
  • 17 Mar 2026

Week 2 of Operation Epic Fury has shifted the question from “how will markets react?” to “how long will the physical disruption last?” The Strait of Hormuz is effectively closed: vessel exits have...

Collateralized Loan Obligations: A U.S. securitized products primer
  • 17 Mar 2026

What are collateralized loan obligations, and how might they play a role in investors’ portfolios?

Crude calculations
  • 17 Mar 2026

Here's the latest weekly update from our investment team.