Different Makes a Difference

The Odlum Brown Research Blog

  • Can Financial Services Weather The Silicon Valley Storm?

    By Benjamin Sinclair HBA, CFA, Equity Analyst
    Thursday, August 11, 2016
    More than ever, financial technology companies are threatening banks, insurers, wealth managers, and other financial institutions. Consulting giant McKinsey said that up to 60% of consumer finance profits will be at risk by 2025.
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  • Keep Calm and Carry On: Investors are Overreacting to the Brexit Vote

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Friday, June 24, 2016
    The Brexit vote is a symptom of a troubled world. Social unrest and protectionism are on the rise because there is too much debt in the world and not enough sensible leadership. This is a theme we have been talking about for a long time. Our outlook for sluggish global growth does not change as a consequence of the Leave vote.
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  • False Alarm – No Need to Panic

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Wednesday, January 13, 2016
    Following a tough year in 2015, markets have had a rough start to the new year. Stocks, corporate bonds and commodities are in a slump, and behaving as if the global economy is headed for a recession. We think investors are overreacting.
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  • Don't Be Fooled by the Markets

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Wednesday, September 30, 2015
    It has been a tough year for equity investors, with volatility increasing and the major market averages performing poorly. Resource-related stocks have been hit particularly hard, which makes one wonder if the market is telegraphing a global recession.
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  • The Toothbrush Test

    By Steven Zicherman MBA, CFA, Equity Analyst
    Friday, September 25, 2015
    Almost 80% of us believe that we are above-average drivers, a statistical impossibility. This overconfidence in one’s ability is a common bias in the business world too. Ego and overconfidence often drive CEOs to believe in unrealistic outcomes, particularly when it comes to mergers and acquisitions.
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  • Accept Market Volatility & Stay Focused on Long-term Goals

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Wednesday, August 26, 2015
    It’s no fun watching stocks go down and the value of your portfolio deteriorate. Nonetheless, it happens. Markets are volatile and successful investors appreciate that stock prices are unpredictable, particularly in the short run.
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