April 2026 | Multi-strategy
Oil - A Slippery Commodity Amid A Sticky Situation
Off the desk
Monthly insights from PICTON's investment experts
Off the desk
Monthly insights from PICTON's investment experts
The Hidden Risk in Corporate Bonds: When Rates and Spreads Move Together
READ TIME: 2 MIN | The rate cushion that once protected corporate bond investors has disappeared. Find out what rates and spread correlation means for portfolios built on traditional fixed income assumptions.
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Three Regimes in One Quarter: Why Diversifiers Are No Longer Optional
READ TIME: 2.5 MIN | Q1 2026 put the 60/40 portfolio through three distinct market regimes in 90 days. See why our team believes a 40/30/30 framework is built for exactly this environment.
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Beyond the Headlines: What Q1's Factor Rotation Really Revealed
READ TIME: 2.5 MIN | Factor leadership rotated three times in a single quarter, often reversing within days. Our Equity team explains what drove it and how they're positioning for a broadening market.
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The Spread Between Signal and Noise: Monitoring for Opportunities
READ TIME: 1.5 MIN | Volatility and geopolitical instability made March a test of judgment across every arbitrage sleeve. Here's what our team is observing.
Read the insightLook Back
Every past Off The Desk article in one place. Revisit the insights and market perspectives you may have missed.
April 2026 | Multi-strategy
Oil - A Slippery Commodity Amid A Sticky Situation
April 2026 | Fixed Income
Is Private Credit Signaling a Broader Credit Problem?
April 2026 | Equity
What Are Canadian Banks Multiples Pricing In?