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Mark Rosen

Investments

Mark Rosen, CFA, MBA, CFE, heads ARC Research, providing independent equity research to investment advisors across Canada.

What to do in the face of volatile share prices What to do in the face of volatile share prices

Planning and Advice

What to do in the face of volatile share prices

Advisors who take the correct course of action put themselves in the driver’s seat

By Mark Rosen |September 10, 2024

3 min read

Should corporate caretakers be billionaires? Should corporate caretakers be billionaires?

Market Insights

Should corporate caretakers be billionaires?

Runaway executive pay remains an intractable problem for investors

By Mark Rosen |June 19, 2024

3 min read

Handling corporate proxy fights Handling corporate proxy fights

Market Insights

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

By Mark Rosen |March 14, 2024

3 min read

Advisors should be wary of conflicts when reviewing stock ratings Advisors should be wary of conflicts when reviewing stock ratings

Market Insights

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

By Mark Rosen |December 15, 2023

3 min read

Some energy firms are quietly separating their ESG businesses Fallback Image Decorative pattern

Market Insights

Some energy firms are quietly separating their ESG businesses

Investors should still stick with transition-focused investments

By Mark Rosen |September 15, 2023

3 min read

Beware the Canadian corporate champion Fallback Image Decorative pattern

Market Insights

Beware the Canadian corporate champion

It’s tough to take patriotism to the bank

By Mark Rosen |June 20, 2023

3 min read

Should advisors ride the coattails of activist investors? Should advisors ride the coattails of activist investors?

Advisor's Edge

Should advisors ride the coattails of activist investors?

Lack of long-term gains might mean it’s time to exit a stock instead

By Mark Rosen |March 31, 2023

3 min read

Should advisors buy shares with inferior voting rights? Should advisors buy shares with inferior voting rights?

Advisor's Edge

Should advisors buy shares with inferior voting rights?

Better to focus on whether a company is evolving or stagnating

By Mark Rosen |November 7, 2022

3 min read

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