Our Research Coverage

Writing financial research is an integral part of creating new investment solutions. We are always looking at opportunities to generate value for our clients. As we go along our alpha seeking journey, we share our discoveries. You will find below our research coverage:


We distribute a monthly tactical article discussing new financial research ideas pondered by our portfolio manager to generate alpha. Topics of interest vary greatly but are mostly related to quantitative factor-based investing. The articles are more in depth and target mostly an institutional audience.


We occasionally provide macroeconomic outlook, analysis and forecasts of the United States within a global context thru our chartbooks, tools and models. We also offer ad-hoc structural research reports on specific themes depending on events, circumstances, investment environments and client requests.


We dispatch a monthly executive report covering the latest trends in the Canadian ETF industry across various asset classes, sectors, strategies and geographies. Our information is gathered and analyzed to help identify market opportunities, define market strategies and initiate market development.


We write a biweekly column named Number Cruncher on Globe Investor, Canada’s #1 national newspaper. The stock screens published serve to generate new investments ideas and come from the StockPointerTM financial platform. Please keep in mind this column is exclusive to subscribers of Globe Unlimited.