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Top down focus.
Multi-discipline. Global perspective.

Portfolio Strategy

We combine all investment strategy disciplines to aid our clients in making proper investment decisions.

While many refer to a “Macro” approach, we break it down into four distinct areas; Macroeconomic Strategy, Portfolio Strategy, Asset Class Strategy, and Technical Strategy. The Macro Group advises investment and corporate clients by analyzing economic, quantitative, credit and technical market data. Our strength is adopting practical guidance based on the trend and historical reference of the data included in our four key disciplines. Each discipline on its own is good, but a combination of all four in your investment process can be very powerful.

Access market insights in real time

Make informed investment decisions without having to be a financial expert. Dwyer Strategy provides expert commentary on the practical application of macroeconomic and tactical market indicators.

   

   

   

   

Sales & Trading

We provide access to global capital markets, connecting the right idea with the right client at the right time through our experienced team.

Corporate Access & Conferences

We have the contacts and expertise to help you find the right investors to speak to.

Quest®

Enjoy key investment insights from Quest®, our innovative online platform or get help, advice and support directly from our research and sales teams.

MiFID II

Our dedicated team ensured that all of our business areas that were affected by MiFID II / MiFIR were prepared for the 3rd of January.

How can we help?

If you would like to find out more about Canaccord Genuity or any of our services, please get in touch.

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