Different Makes a Difference

The Odlum Brown Research Blog

  • Trade Wars Are Class Wars

    By Steven Zicherman MBA, CFA, Equity Analyst
    Monday, April 26, 2021
    Trade Wars Are Class Wars examines global trade conflicts through a different lens. The authors, Matthew C. Klein, an economics commentator at Barron’s, and Michael Pettis, a professor of finance at Peking University’s Guanghua School of Management, reason that conflict between countries is a result of conflict within countries. They believe trade wars are the unintended consequences of governments serving the interests of the upper classes at the expense of workers and retirees. In other words, they are a symptom of a bigger disease – rising income inequality across the globe.
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  • What Are You Banking On?

    By Benjamin Sinclair HBA, CFA, Equity Analyst
    Wednesday, April 21, 2021
    In this year's Annual Address, Equity Analyst Benjamin Sinclair explains how the pandemic has given the banks the opportunity to prove these skeptics wrong. Credit losses spiked, capital levels were put under pressure and the banks’ top lines faced headwinds. Yet almost a year later, the story has changed in the banks’ favour.
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  • Getting Bigger by Getting Smaller

    By Steven Zicherman MBA, CFA, Equity Analyst
    Monday, April 12, 2021
    In this year's Odlum Brown Annual Address, Equity Analyst Steven Zicherman describes how semiconductor technology is growing in relevance.
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  • Entering the Data Centre Era

    By Trevor Chang BBA, CFA, Equity Research Analyst
    Tuesday, April 06, 2021
    In his 2021 Annual Address, Equity Analyst Trevor Chang looks at Equinix, a global data centre real estate investment trust that leases warehouse space and manages systems for clients mainly in financial services, information technology and media.
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