US Cannabis Market Outlook
Vijay Sappani of Ela Capital Inc. discusses federal legalization and how companies can grow at the state level in the U.S.
Bottom Line: US Cannabis Market
Vijay Sappani of Ela Capital Inc. explains more about the profitability of cannabis.
Evolution of Cannabis Market in Canada
Vijay Sappani of Ela Capital Inc. discusses how Canadian companies are looking through a global lens and expanding around the world.
Hemp: The Canadian Advantage
Khurram Malik of Jacob Capital Management Inc. explains why the U.S. doesn't have the infrastructure of the federal programs to compete with Canada in the hemp market.
Finding Value in Cannabis
Khurram Malik of Jacob Capital Management Inc. advises the average retail investor to gain exposure through investing in ETFs.
Advantages: Canadian Cannabis Companies
Elliot Johnson of Evolve ETFs explains why US consumer companies have acquired Canadian cannabis companies for a foothold into the industry.
Canadian Cannabis: A Homegrown Story
Elliot Johnson of Evolve ETFs thinks the Canadian cannabis industry has a lot of global growth potential.
Cannabis in Canada: Long-term Fundamentals
Khurram Malik of Jacob Capital Management Inc. dives into some of the long-term fundamentals of the cannabis industry in Canada.
Factors as Goals-Based Tools
How are advisors implementing single and multi-factors as risk mitigators in long-term strategies? S&P DJI’s Ed Ware and Craig Lazzara take a strategic look at factors with Armbruster Capital Management’s President, Mark Armbruster.
Can We Measure the Value of Research?
How much should a portfolio manager be willing to pay for research? S&P DJI’s Craig Lazzara and Hamish Preston explore a framework for estimating relative research values across markets and constituents.
Applying Factor Views to Global Equities
As the factor toolkit continues to expand, knowing how and when to apply them becomes increasingly important. CLS Investment’s Rusty Vanneman and Joe Smith join S&P DJI’s Brent Kopp to discuss ideas for implementing index-based factor strategies to tailor global portfolios to meet client objectives.
How Important Is Global Diversification?
How are index-based strategies being used to eliminate home bias? Shaunessy Investment Counsel’s James Garcelon joins S&P DJI’s Randall O’Leary to discuss the role of indexing in building diverse global portfolios.