Welcome to PI Financial Portfolio Strategy & Insights
Let us keep you better informed.
The PI Portfolio Strategy and PI Equity Research teams produce a wide range of reports covering the latest corporate, economic, market news and statistics to help you stay better informed and up to date with the markets and your investments. PI's Equity research analysts provide timely information and advice on a wide range of growth companies with specializations in the Canadian small to mid-capitalization companies in the mining, technology, industrial and diversified sectors. Each week, the PI Portfolio Strategy team produces several insightful independent fundamental, technical or quantitative strategy reports to help you make more informed investment decisions.
If you would like to receive these reports, please contact your PI Investment Advisor or Portfolio Manager. If you do not currently have an account with PI Financial and would like to speak to a PI Financial Investment Advisor or Portfolio Manager, please click here.
PI Daily News and Market Briefs
(Click to access report)
- PI Morning News Brief (Client only)
This morning’s breaking economic and business news. - PI Afternoon News Brief (Client only)
An end-of-day summary of today’s economic and business news. - PI Market Recap
A summary of today’s financial market performance. - Economic Calendar
A snapshot of today’s key economic indicators.
PI Portfolio Strategy Reports
(Click to access report)
- PI Weekly ETF Monitor
The latest ETF performance and fund flows. - Chart of the Day
Interesting and insightful. - Equity and ETF Screener
A screen of equity and ETF investment ideas. - Quarterly Portfolio Strategy Report
Our economic and market outlook, and portfolio strategy. - PI Financial Managed Portfolio Monthly Update
Performance of our managed accounts.
PI Equity Research
(Client only - click for preview)
- Industry Update | US Uranium: Current Status & Future Potential
- Diversified Industries Sector Update | Q1/22 Recap: Bargain Valuations Remain Abundant. Time to Focus on Execution.
- Cannabis Sector Update | Signs of Recovery But Increasing Taxes Payable Pose a Challenge for H2/22