NBI CIO Office: 2024 ≠ 2022
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
NBI CIO Office March 2024: "Through the mist"
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Soft Landing Secured?
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Base Case Scenario (Fall 2023)
by Martin Lefebvre, CIO, & Team, National Bank Investments Highlights 1. The Bull Case (Immaculate disinflation): a scenario…
The small-cap effect
by NBI Investments Team For years, a tendency towards large cap or growth-oriented companies has been at the…
NBI CIO Office Sept 2023 – Asset Allocation Strategy – Careful considerations
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Asset Allocation Strategy – Under the midday sun
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Pause for breath (Q3 2023)
by Martin Lefebvre, CIO, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Artificial Resilience
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI Asset Allocation Strategy: Artificial Resilience?
by Martin Lefebvre, CIO, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: "Time Out"
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Quarterly Flip Book Spring 2023
by Martin Lefebvre, CIO, & Team, National Bank Investments A guide to broad market and economic trends, our…
NBI CIO Office Asset Allocation Strategy: "Land of Confusion"
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Base Case Scenario – Adverse winter conditions
by Martin Lefebvre and Team, CIO, National Bank Investments Copyright © National Bank Investments
NBI CIO Office: Winds of Change?
by Martin Lefebvre, CIO, National Bank Investments Copyright © National Bank Investments
