Beyond the AI Selloff
Monitoring disruption by sector
Off the desk
Monthly insights from PICTON's investment experts
Off the desk
Monthly insights from PICTON's investment experts
Oil - A Slippery Commodity Amid A Sticky Situation
READ TIME: 3-4 MIN | Energy markets remain volatile as supply shocks and geopolitics drive price swings. Our Multi-Strategy team explains how commodities can help strengthen resilience during inflation shocks.
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Is Private Credit Signaling a Broader Credit Problem?
READ TIME: 3 MIN | Private credit has drawn new attention following loan collapses and redemption pressures. Our Fixed Income team assesses whether current stresses remain contained or signal broader credit risks.
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What Are Canadian Banks Multiples Pricing In?
READ TIME: 3 MIN | Canadian bank valuations are approaching levels last seen during strong Canadian GDP growth acceleration 20 years ago. Our Equity team explores whether consumer credit trends suggest a more cautious outlook.
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Turning Complexity into Opportunity: The Power of Delta Hedging
READ TIME: 3 MIN | Convertible bonds combine credit exposure with embedded equity optionality. Our Arbitrage team highlights how delta hedging can potentially turn volatility into incremental portfolio returns.
Read the insightLook Back
Every past Off The Desk article in one place. Revisit the insights and market perspectives you may have missed.
Beyond the AI Selloff
Monitoring disruption by sector
The Silver Selloff
An important reminder on the value of diversification
Indicators Others May Not Be Watching
What Australia is telling us about inflation risk