National Bank Financial's research team ranks among the top in Canada, consistently producing quality macro and company specific economic research. I often consult NBF's research team when compiling market research and analysis in order to make insightful recommendations. Please feel free to read some of their publications, enjoy!
Below are some examples of macro economic research pieces that I have put together and made available to my clients. Some of these articles address market themes and attempt to provide insight into what we as investors are facing in todays markets, while others are topical interest pieces.
Topical Interest Pieces:
Before-the-Bell is a daily publication created by NBF's energy analyst team. Before-the-Bell provides macro industry insight and company specific analysis. Many of our clients value the information they gain from Before-the-Bell, and if you are interested in the energy sector we encourage you to give it a read. We have provided a link to one of our daily issues below, if you enjoy it we encourage you to contact Shea Wakefield at 250-953-5082 or firstname.lastname@example.org to be added to our mailing list.
Canadian Energy Perspectives:
The Geopolitical Briefing provides periodic updates on some of the worlds impactful political events. This piece has varied themes and covers what the research team feels is topical, thus providing a wide array of topics and viewpoints.
A few words to invest by...
"I contend that financial markets never reflect the underlying reality accurately; they always distort it in some way or another and distortions find expression in market places."
-George Soros (Manager of Soros Fund Management and co-founder of the Quantum Fund)
"If you want to have a better performance than the crowd, you must do things differently from the crowd."
-Sir John Templeton (Manager of the Templeton Growth Fund and Rhodes Scholar)
"Fear and greed are stronger than long-term resolve. We are human beings dealing with rational and irrational markets; to believe that fear and greed can ever be lost is naïve for they are the most fundamental of human traits."
-Robert Farrell (Chief Market Strategist at Merrill Lynch, 1967-1992)
"Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well."
- Warren Buffet (CEO of Berkshire Hathaway)
"You can invest in something all day long, but unless the fundamentals are right, it is not going to take you anywhere. Get the fundamentals right and the good news keeps coming. Lucky? If you want to be lucky, do your homework."
- Jim Rogers (Chairman of Rogers Holdings and Beeland Interests Inc. and co-founder of the Quantum Fund)
"Markets tend to return to the mean over time. This is especially noteworthy now, for the housing market is returning to its mean by plunging, as are equity markets, the dollar the Yen, et al."
-Robert Farrell (Chief Market Strategist, Merrill Lynch, 1967-1992)
" Constructing a successful investment portfolio is like building a house. Have as many tools and materials as possible, be proficient at using each, and know when to apply the correct one in any given circumstance."