Different Makes a Difference

The Odlum Brown Research Blog

  • Electric Vehicles 2.0

    By Fai Lee CGA, CFA, Equity Analyst
    Monday, March 29, 2021
    As a sequel to his 2018 Annual Address presentation, Equity Analyst Fai Lee examines General Motors and its new Ultium battery platform in his 2021 Annual Address presentation.
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  • Doing Good is Good Business

    By Stephen Boland CFA Equity Analyst
    Monday, March 22, 2021
    Watch this video from Odlum Brown's Annual Address to hear Equity Analyst Stephen Boland highlight the risks inherent in investing alongside bad corporate citizens and the benefits of sticking with companies that consider their impact on all stakeholders.
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  • A Smoother Ride

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Monday, March 15, 2021
    ‚ÄčAt this year's virtual Annual Address, Murray Leith discusses the current investment environment from a boating perspective. The presentation delves into why the probable surge in economic activity from a vaccine-driven uncorking of pent-up demand creates new risks and opportunities and how we are navigating portfolios through rough seas.
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