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The Odlum Brown Research Blog

A Smoother Ride

By Murray Leith CFA, Executive Vice President & Director, Investment Research
Monday, March 15, 2021

At this year's virtual Annual Address, I discussed 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.

For those who may have missed it, I've included the video below.

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