Insights

Stay Informed

Get timely, in-depth analysis of evolving market trends that are shaping the investment landscape. Our research team provides expertise and unique perspectives that help our clients reach their goals.


January 08, 2024 - A round-up of 2024 Industry Outlooks spanning across Diversified Industries, Growth & Innovation, and the Energy sectors.

Read the Report

January 05, 2024 - Extra! Extra! We Need Exports! The Canadian economy, like many global peers, is heavily reliant on energy as a factor of production; however, Canada has a unique hand to play given the abundance of natural resources (4th largest oil reserves; 5th largest natural gas producer).

Read the Report

January 03, 2024 - As investors begin to navigate the complexities of investing in Canadian upstream oil and gas in 2024, we are releasing our updated commodity assumptions and equity outlook/key themes and investment trends for 2024 and beyond.

Read the Report

December 22, 2023 - Highlighting Top Picks in the Energy Services Sector. Within Energy Services, we see 2024 to be a stock picker’s market, and expect outperformance from companies that have minimal cyclical US-exposure, high cash-return to shareholders profiles, and “Alpha'' opportunities.

Read the Report

December 20, 2023 - Expecting a Soft Landing in 2024.

Read the Report

December 19, 2023 - We believe that the pullback in the space over the past two months offers some attractive opportunities.

Read the Report

December 19, 2023 - Disciplined Growth and Market Access to Take Center Stage.

Read the Report

December 12, 2023 - Rescheduling, Ohio, New York: MSOs 2024 Outlook. The year 2023 was a challenging one for MSOs, with intensifying competition and sluggish growth.

Read the Report

December 05, 2023 - The ATB Take: Finding Balance Markets and growth stock valuations normalized in 2023 after last year’s overcorrection. Moving into 2024, interest rates remain high, meaning alternatives to growth assets still exist.

Read the Report

November 02, 2023 - Re-scheduling Drives Bullish MSO Sentiment, but Not Capital (Yet); a Contrarian Indicator in Canada?

Read the Report

September 22, 2023 - On September 21, ATB Capital Markets Inc. hosted its 2023 Energy Institutional Investor Conference in New York, showcasing 13 top oil and gas producers in the Canadian energy sector.

Read the Report

July 05, 2023 - Undervalued on Fundamentals, Stuck on Regulations

Read the Report

May 03, 2023 - Growth & Innovation Martin Toner, CFA, MBA

Read the Report

April 27, 2023 - Sector Remains Optimistic Despite Choppy Commodities. Tim Monachello, CFA

Read the Report

April 25, 2023 - Energy Update. Waqar Syed, MBA

Read the Report

March 24, 2023 - Growth & Innovation. Martin Toner, MBA, CFA

Read the Report

January 24, 2023 - Patrick J. O'Rourke, CFA Tourmaline Oil Corp.

Read the Report

January 10, 2023 - Key themes and investment trends in the Canadian Upstream oil and gas sector for 2023. Patrick J. O'Rourke, CFA

Read the Report

January 05, 2023 - A 2023 cross sector outlook across the Diversified Industries coverage universe. Chris Murray, CFA

Read the Report

January 03, 2023 - Recoupling secular growth and value creation. Martin Toner, CFA, MBA

Read the Report

January 03, 2023 - The Times They Are a-Changin' in Canadian Cannabis. Frederico Gomes

Read the Report

January 03, 2023 - The Year of Cash Harvesting: Highlighting Key Investment Themes. Waqar Sayed, MBA and Tim Monachello, CFA

Read the Report

December 29, 2022 - Our 2023 Outlook for U.S. Cannabis. Kenric S. Tyghe

Read the Report

December 01, 2022 - The Global Solution of Renewable Fuels Nate Heywood, CFA

Read the Report

October 20, 2022 - Growth and Equity Outperformance Expected in 2023 Tim Monachello, CFA

Read the Report

October 05, 2022 - Carbon Capture Utilization and Storage (CCUS) Waqar Syed, MBA

Read the Report

September 23, 2022 - Conference Highlights Patrick J. O'Rourke, CFA

Read the Report

August 10, 2022 - Oil & Gas Expertise Unlocking the Earth’s Energy Potential Tim Monachello, CFA

Read the Report

April 20, 2022 - Highlights from Exploration & Production Patrick J. O'Rourke, CFA

Read the Report

April 07, 2022 - Highlights from Life Sciences

Read the Report

April 07, 2022 - Energy Sector Sentiment Gaining Momentum in 2022 Tim Monachello, CFA

Read the Report

March 31, 2022 - Highlights from the Waste Management sector. Chris Murray, P. Eng., CFA

Read the Report

March 29, 2022 - Highlights from Growth & Innovation Martin Toner, MBA, CFA

Read the Report

March 28, 2022 - Highlights from Growth & Innovation Martin Toner, MBA, CFA

Read the Report

February 16, 2022 - Highlights from Life Sciences. Frederico Gomes, CFA

Read the Report

January 30, 2022 - ESG Implications of the Enerflex and Exterran Merger Tim Monachello, CFA

Read the Report

January 25, 2022 - Canadian Cannabis Market Size Forecast: +13% CAGR Through 2030e Frederico Gomes, CFA

Read the Report

January 13, 2022 - Highlights from the U.S. Life Sciences sector. Kenric Tyghe

Read the Report

January 13, 2022 - Highlights from the Life Sciences sector. Kenric Tyghe

Read the Report

January 12, 2022 - Highlights from the Energy sector. Waqar Syed, MBA

Read the Report

January 11, 2022 - Highlights from the Diversified Industries sector. Chris Murray, CFA

Read the Report

January 11, 2022 - Highlights from the Growth and Innovation sector. Martin Toner, CFA

Read the Report

January 09, 2022 - Highlights from Energy Infrastructure. Nate Heywood, CFA

Read the Report

January 09, 2022 - Environmental, Social and Governance (ESG) Highlights. Waqar Syed, MBA

Read the Report

January 09, 2022 - Highlights from Energy Services. Waqar Syed, MBA

Read the Report

September 06, 2021 - Energy Sector Sentiment Gaining Momentum in 2022 Tim Monachello, CFA

Read the Report

August 26, 2021 - Managing Labour Needs in Energy Services. Waqar Syed, MBA 720-683-6705

Read the Report

March 17, 2021 - CCUS is a high growth market in the coming decades. Waqar Syed, MBA

Read the Report

February 03, 2021 - Biosynthesis to transform consumer packaged goods and pharmaceuticals. David Kideckel, PhD

Read the Report

January 25, 2021 - The Canadian oil sands - welcome to the jungle. William Lacey, CFA

Read the Report

January 15, 2021 - Highlights from the Life Sciences sector. David Kideckel, PhD, and Kenric Tyghe

Read the Report

January 14, 2021 - Highlights from the Energy sector. William Lacey, CFA; Waqar Syed; Patrick O'Rourke, CFA; Tim Monachello, CFA; Nate Heywood, CFA

Read the Report

January 13, 2021 - Highlights from the Diversified Industries and Growth and Innovation sectors. Chris Murray, CFA and Martin Toner, CFA

Read the Report

January 06, 2021 - Initiating Coverage on Three Canadian Growth Companies. Martin Toner, CFA

Read the Report

December 16, 2020 - Examining Hydrogen's Role in Energy Transition to a Low-Carbon Future. Waqar Syed, MBA

Read the Report

December 15, 2020 - Perspectives on the New Normal of Canadian Grocery. Kenric Tyghe

Read the Report

December 04, 2020 - Over 40 Charitable Organizations Benefit from Canadians' Generous Spirit. Source: Bloomberg, Calgary Hitmen, ATB Capital Markets

Read the Report

November 02, 2020 - A Look at Renewable Generation in Alberta. Nate Heywood, CFA

Read the Report

August 07, 2020 - A Study of the Demand Trends on U.S. Liquids Production. Waqar Syed, MBA

Read the Report

July 06, 2020 - Technological Trends and Proven Viable Options for the Future. Nate Heywood, CFA

Read the Report

June 11, 2020 - Market Size, Growth, and Public Company Exposures. Tim Monachello, CFA 403-539-8633

Read the Report

October 31, 2019 - Alberta government works with industry to formulate temporary solutions for Canada’s egress woes. Nicholas Lupick, CFA 403-539-8592

Read the Report

October 22, 2019 - Liberal Party to form minority government. Patrick O'Rourke, CFA 403-539-8615

Read the Report

October 09, 2019 - Legalization 2.0 to move the needle for the derivatives market. David Kideckel, PhD, MBA 647-776-8240

Read the Report

September 29, 2019 - Open heart surgery on the aorta artery of Canada’s pipeline system. Nicholas Lupick, CFA 403-539-8592

Read the Report

September 18, 2019 - The Next Generation of Cannabinoid Production. David Kideckel, PhD, MBA 647-776-8240

Read the Report

September 16, 2019 - An Updated Reference Guide to What Drives Montney Performance. Patrick O'Rourke, CFA 403-539-8615

Read the Report

September 05, 2019 - Is the juice worth the squeeze? Nicholas Lupick, CFA 403-539-8592

Read the Report

August 21, 2019 - Alberta Government extends mandate into 2020. Nicholas Lupick, CFA 403-539-8592

Read the Report

June 28, 2019 - Understanding Canada’s new regulatory framework. Patrick O'Rourke, CFA 403-539-8615

Read the Report

June 26, 2019 - On the hunt for sustainable value creation at a discounted price. Thomas Matthews, CFA, P.Eng.

Read the Report

June 20, 2019 - Initiating coverage of the Energy Services sector Waqar Syed, MBA 720-683-6705

Read the Report

June 18, 2019 - A major win for Western Canadian energy producers. Nicholas Lupick, CFA

Read the Report

April 18, 2019 - A review of the UCP’s key energy and economic policies. Patrick O’Rourke, CFA 403-539-8615

Read the Report

February 20, 2019 - How the cannabis industry supply chain may be disrupted. David Kideckel, PhD

Read the Report

February 15, 2019 - Electricity and energy in the G20. Patrick O'Rourke, CFA 403-539-8615

Read the Report

February 13, 2019 - Understanding the consequences of the Jan. 31 Supreme Court decision. Thomas Matthews, P.Eng.

Read the Report

January 07, 2019 - The global trend of cannabis legalization. David Kideckel, PhD, MBA

Read the Report

December 03, 2018 - Alberta Government extends mandate into 2020. Nicholas Lupick, CFA

Read the Report

December 03, 2018 - The nuances of crude-by-rail becoming a feasible solution to the dire Canadian crude oil transportation situation. Nicholas Lupick, CFA

Read the Report

October 03, 2018 - What this announcement from Shell means for investors. Patrick O'Rourke, CFA 403-539-8615

Read the Report

October 03, 2018 - Why it still makes sense to be bullish on heavy oil. Nicholas Lupick, CFA

Read the Report

October 03, 2018 - A detailed look at our Montney coverage universe. Patrick O’Rourke, CFA 403-539-8615

Read the Report

September 11, 2018 - An analysis of valuation, which has reached 2016-level lows. Nicholas Lupick, CFA

Read the Report

September 04, 2018 - Understanding the implications of the Aug. 30 Trans Mountain Pipeline ruling. Nicholas Lupick, CFA

Read the Report

August 24, 2018 - Where to turn for shelter during market uncertainty. Nicholas Lupick, CFA

Read the Report