Primer: First National Financial (FN CN) - Oct 2025
First National is a leading non-bank mortgage originator in Canada, demonstrating a resilient business model focused on prime residential and...
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Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
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Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
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