Portfolio Strategy

Our Portfolio Strategy team focuses on generating actionable money-making investment opportunities that arise from understanding, appreciating and anticipating themes that cut across multiple sectors and markets. Working with individual equity analysts, the team marries bottom-up research with top-down perspectives on the broader market to unearth investment recommendations that can be implemented over a reasonable time frame. Alignment with technical and quantitative research is used to reinforce (or challenge) these investment recommendations.

In the past, our portfolio strategy team has authored reports on, among other topics, trade, US elections, funds flow, movements in gold prices, ESG (environmental, social and governance) risk and opportunities, and tax changes (north and south of the border), as well as sector-specific work. Our Portfolio strategy work dovetails into work done with our Economics and Macro teams.