Save time.Scale performance.Strengthen your practice.
Independent research built to identify the signals that matter before they become consensus.
Built to save you time.
Reclaim your time
Remove the burden of constant market analysis. We provide the clarity you need to spend less time questioning your positioning.
Expand capabilities
Scale your portfolio management and research without adding overhead or headcount to your practice.
Enhance communication
Articulate complex market themes clearly, reinforcing your role as the expert guide during periods of volatility.
Macro Research
We connect the market’s key signals into one clear investment view.
The market has been consolidating since spring, laying the groundwork for a rally that we expect to begin in November and extend into 2027.
Artificial intelligence is transforming how businesses operate and creating demand for computing power, electricity, and infrastructure. Geopolitical rivalry gives that buildout strategic urgency, as nations seek greater control over the technologies, energy supplies, and industrial capacity their economies depend on. In the United States, these pressures are helping drive a revival in domestic manufacturing. AI and automation can make domestic production more competitive, while new factories and data centers create further demand for energy, materials, and capital investment. The result is an investment cycle that reaches from software and semiconductors to factories, power grids, and commodities.
Client Communication
INCLUDED WITH MACRO RESEARCH
Charts and plain-language explanations, ready to download and send to clients.
Market Regime Model
INCLUDED IN OUR FREE TIER SUBSCRIPTION
A disciplined way to decide when to take risk and when to get defensive.
ETF Research
Ranked Canadian ETF lists by asset class and ETF Models designed for clients.
| # | Ticker | Fund | Risk | MER | Score |
|---|---|---|---|---|---|
| 1 | PRA | Purpose Diversified Real Asset Fund Series ETF | Medium | 0.70% | 99 |
| 2 | CCOM | CI Auspice Broad Commodity Fund - Hedged Common Units Acc | Low to medium | 0.66% | 99 |
| 3 | RIRA | Russell Investments Real Assets ETF | Medium | 1.30% | 92 |
| 4 | QRET | Mackenzie Developed Markets Real Estate Index ETF | Medium | 0.45% | 83 |
| 5 | CGRA | CI Global Real Asset Private Pool - ETF C$ Series | Medium | 0.96% | 75 |
| 6 | XETM | iShares S&P/TSX Energy Transition Materials Index ETF | High | 0.59% | 72 |
| 7 | XBM | iShares S&P/TSX Global Base Metals | High | 0.60% | 69 |
| 8 | COPP | Global X Copper Producers Index ETF | High | 0.78% | 68 |
| 9 | ZMT | BMO S&P/TSX Equal Weight Global Base Metals (CAD Hedged) | High | 0.61% | 66 |
| 10 | CINF | CI Global Infrastructure Private Pool - ETF C$ Series | Medium | 0.90% | 60 |
Equity Research
Portfolio Research
Work with a dedicated analyst to review your portfolios and implement investment views.
“I work as an extension of your practice — one call, one clear view, and accountable to you.”
Choose your level of access.
Spend less time on the screen. More time with clients.
Start a 30-day free trial →Independent macro and equity research built for professional investors navigating regime change, market risk, and capital allocation.