Roberts Nash Advisory Group

Nash Family Wealth

History

Articles

  • The latest information capsule in which Stéfane Marion, Chief Economist and Strategist at National Bank, and Martin Gagnon, Executive Vice-President, Wealth Management, continue to share their views on the current economic situation, can be...

  • In general, stock market pullbacks can easily be associated to a specific trigger, often of geopolitical and/or economic nature. This time, it seems to be mainly the result of abnormal speculative activity, especially evident in the technology...

  • Control of the presidency and both chambers of Congress would allow the Democrats to pass several major pieces of legislation regarding taxation, the environment, energy and healthcare.  This report focuses on the details of Biden’s platform...

  • The second-quarter contraction of the economy was much more pronounced in Canada than in the U.S., but the faster recovery of the Canadian labour market suggests a more vigorous revival in the third quarter. V-shaped recoveries of retail sales and...

  • "After having hit rock bottom in April, Canadian GDP bounced in May with a 4.5% rise, surpassing consensus expectations. Statistics Canada also provided a preliminary reading for June showing a 5.0% increase. Even after taking into account this 2-...

  • Biggest 5 stocks return 49% YoY, rest deliver zilch over the past 12 months . . . the largest 5 companies (AAPL, MSFT, AMZN, GOOGL, FB) returned 49% while the rest of the S&P 500 barely budged. Full Article

  • "The Canadian headline inflation numbers for June were much stronger than expected. A sharp increase in gasoline prices nationwide and electricity in Ontario was anticipated but several other components bounced back with the reopening of the economy...

  • “…the proportion of income that is replaced by the CERB for the average worker greatly varies from one industry to another, possibly creating a disincentive to return to work for employees in some industries. In this report, we analyze divergences...

  • Every year, we present our long-term forecasts for major asset class returns, volatility, and correlations. They form the basis of our Capital Allocation Line (CAL), an important input into National Bank Investment Strategic Asset Allocation (SAA)...

  • We see risks associated with COVID-19 as a reason to invest in prudence mode, not defense mode. We therefore continue to believe that our slightly overweight position in equities is appropriate. Full Article

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