National Bank Investments
Home Products
Price and Performance
Firms and Managers
Expert Insights
Resources
Regulatory Documents
About Us
CLOSE

CIO Office 

Learn more about the markets, the economy and current trends in the financial industry.

Two advisors around age 40 analyze paper reports in an office

Quick Takes

Following a nearly uninterrupted climb over the summer months, the U.S. stock market started September with a drop of 7.0% in just three days. This brings the S&P 500 close to its 50-day moving average, its performance in September to - 4.8% and in 2020 to + 4.5%.

View the latest version

Man with grey hair and glasses using a laptop

Asset Allocation Strategy

Our flagship publication, Asset Allocation Strategy, provides readers with our monthly look at what’s been moving markets, their impact on our macroeconomic outlook, and our resulting portfolio strategy across asset classes. 

View the latest version

Two advisors in an office examine financial market data on a laptop

Quarterly Flip Book

A guide to broad market and economic trends, our Flip Book should serve well as a reference guide for the busy investor. Make sure not to miss our Myths and Realities section, where we breakdown and debunk commonly held investment beliefs.

View the latest version

Two advisors around age 40 analyze paper reports in an office

Base Case Scenario

Near the start of every quarter, the CIO outlines three scenarios that highlight the group' s economic outlook for the coming year, as well as upside and downside risks and probabilities reflecting their level of conviction. This publication also provides financial forecasts from our partners at NBF Economics and Strategy.

View the latest version

Two advisors around age 40 analyze paper reports in an office

Long-Term Market Expectations

Our annual Long-Term Market Expectations report presents our return and volatility forecasts for the next five years. These go on to form the basis of our Capital Allocation Line, an important input into NBI’s Strategic Asset Allocation and portfolio construction effort.

View the latest version

Two advisors around age 40 analyze paper reports in an office

Strategic Reports

Our Strategic Reports provide thought leadership on a broad range of economic and financial topics. Our latest report, To Hedge or Not To Hedge: That Is the FX Question!, looks more closely at whether foreign currency exposure is worth the risk for a Canadian investor.

View the latest version

Questions?

Contact your NBI Sales Representative via email or by phone at 1-877-463-7627