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markets in motion
May 2022
In this week’s podcast, we run through our takeaways from the first quarter 13fs of more than 300 of the biggest...
industries in motion
The inflationary environment hitting the miners and their procyclical-commodity linked cost bases is clearly here, but...
This week in the podcast, our latest thoughts on economic expectations, sentiment, and valuations. The big things you...
This week in the podcast we tackle the topic of investor sentiment, which has been back in focus given the S&P 500’s...
April 2022
Significant structural changes are occurring in the Canadian grocery space. This podcast explores the key factors that...
RBC Capital Markets’ Medical Devices and Medical Technology analyst Shagun Singh shares her insights on the important...
Today in the podcast, our thoughts on the 1Q22 reporting season, which kicks off this week in earnest with Financials....
The Russia/Ukraine war has highlighted the world’s dependence on oil and gas, and how interconnected global energy...
Today in the podcast, we run through the results of our quarter investor survey, which we conducted from March 28th to...
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