Mark Rosen

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

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

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

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

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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May 9, 2022|3 min read

When stock frauds go beyond gaming the numbers

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The real costs of covered-call strategies

April 5, 2023|3 min read

Inflation and the 60/40 portfolio

November 7, 2022|3 min read

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What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

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Why less is more when it comes to investment decisions

October 25, 2023|3 min read

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How our five brains affect financial advice

October 23, 2023|3 min read

Should advisors be afraid of AI?

September 11, 2023|3 min read