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Global equities in a year of change

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We’re in early stages of outperformance

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BNN Bloomberg’s Market Call: Shane Obata – September 6, 2024 (Full Interview)

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All Insights

All Solutions, Middlefield, Monthly Commentary

October 2024 Market Commentary

All Solutions, Middlefield, Monthly Commentary

September 2024 Market Commentary

MCT Market Commentary September 2024
Canada, Middlefield, Monthly Commentary

MCT September 2024 Market Commentary

Shane Obata Top Tech Picks - BNN Bloomberg
BNN Bloomberg, Innovation, Video

Shane Obata’s Top Tech Picks – BNN Bloomberg’s Hot Picks

BNN Bloomberg, Healthcare, Video

Rob Moffat’s Top Biotech Picks – BNN Bloomberg’s Hot Picks

Canada, Kepler Trust Intelligence, Video

Understanding the Canadian Investment Landscape

Press Releases

Middlefield Partners with CapIntel to Support Clients

CapIntel’s technology provides Middlefield access to CapIntel’s wholesaler platform and custom proposal generator to drive valuable conversations with clients

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Income Plus Class Achieves FundGrade A+®

Middlefield Income Plus Class has received the Fundata FundGrade A+® rating for 2022 in the Global Equity Balanced Category out of 735 peer funds

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Middlefield Real Estate Dividend ETF Achieves Fundata FundGrade A+

Middlefield Real Estate Dividend ETF (MREL) won the 2023 FundGrade A+® in the Real Estate Equity Category, out of 68 funds.

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Middlefield Wins Refinitiv Lipper Fund Award for a Second Year in a Row

Middlefield Real Estate Dividend Fund Series F was awarded the Best fund over 5 years – Real Estate Equity, for the second year in a row.

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MCT August Market Commentary 2024
Canada, Middlefield, Monthly Commentary

MCT August 2024 Market Commentary

All Solutions, Middlefield, Monthly Commentary

August 2024 Market Commentary

Canada, Middlefield, Monthly Commentary

MCT July 2024 Market Commentary

All Solutions, Middlefield, Monthly Commentary

July 2024 Market Commentary

All Solutions, Middlefield, Monthly Commentary

June 2024 Market Commentary

Canada, Middlefield, Monthly Commentary

MCT June 2024 Market Commentary

Canada, Podcast, Shares Magazine

Dean Orrico on AJ Bell Money & Markets Podcast

BNN Bloomberg, Innovation, Video

Shane Obata’s Top Tech Picks – BNN Bloomberg’s Hot Picks

Canada, Middlefield, Video

Why Dividend-Rich Canada is About to Deliver – Citywire Webinar

Article, Canada, Kepler Trust Intelligence

Canada becomes the first G7 to cut rates

Real Estate, Video, Wealth Professional

CAPREIT on Canada’s Housing Crisis & Multi-Family Real Estate

Article, Middlefield, Real Estate

What Opportunities Arise as Pension Funds Trim Real Estate?

Energy, Middlefield, Video

Enbridge Fireside Chat with Gregory L. Ebel and Robert Lauzon

All Solutions, Middlefield, Monthly Commentary

May 2024 Market Commentary

Canada, Middlefield, Monthly Commentary

MCT May 2024 Market Commentary

Canada, Middlefield, Monthly Commentary

MCT April 2024 Market Commentary

Article, Canada, Kepler Trust Intelligence

Canadian Dispersion

Article, Canada, Kepler Trust Intelligence

MCT: stable income from an overlooked equity market…

BNN Bloomberg, Innovation, Video

Regulation on Big Tech with Shane Obata – BNN Bloomberg’s The Close

April 2023 Market Commentary
All Solutions, Middlefield, Monthly Commentary

April 2024 Market Commentary

All Solutions, Article & Video, BNN Bloomberg

BNN Bloomberg’s Market Call: Robert Lauzon – March 25, 2024 (Full Interview)

Article, Innovation, Middlefield

Hey Google…Please Change Your CEO

All Solutions, Article, Wealth Professional

Dean Orrico – Wealth Professional Leader Profile

MINN ETF Update with Shane Obata
Innovation, Middlefield, Video

Middlefield Innovation Dividend ETF Update with Shane Obata

Canada, Middlefield, Video

Middlefield Canadian Income Trust Q1 Update

Innovation, Middlefield, Video

Innovation Investing Tips with Shane Obata – BNN Bloomberg’s The Close

Canada, Middlefield, Monthly Commentary

MCT March 2024 Market Commentary

BNN Bloomberg, Infrastructure, Video

BNN Bloomberg’s Market Call: Dennis da Silva – March 4, 2024 (Full Interview)

Energy, Middlefield, Video

Rob Lauzon’s 2024 Outlook for Oil – BNN Bloomberg: Commodities

Market Commentary February 2024
All Solutions, Middlefield, Monthly Commentary

February 2024 Market Commentary

Wealth Professional, Article, Real Estate

A REIT Rebound: Why Orrico thinks they’re back in 2024

Merits of Investing in Innovation Stocks
Innovation, Middlefield, Video

Merits of Investing in Innovation Stocks

Innovation, Middlefield, Video

Shane Obata Introduction & Innovation Overview

Article, Middlefield, Real Estate

Dean Orrico’s REIT Outlook

Middlefield, Real Estate, Video

Middlefield Real Estate Update

Article, Cboe, Real Estate

Assessing the Landscape: A Look at the Real Estate Sector for 2024

Canada, Middlefield, Monthly Commentary

MCT February 2024 Market Commentary

Article, Canada, Kepler Trust Intelligence

Canada’s time to shine

Rob Moffat Healthcare Stock Picks
BNN Bloomberg, Healthcare, Video

Rob Moffat’s Top Healthcare Picks – BNN Bloomberg’s Hot Picks

Article, Real Estate, Wealth Professional

After underperforming in 2023 – can REITs rally this year?

Canada, Middlefield, Monthly Commentary

MCT January 2024 Market Commentary

Market Commentary January 2024
All Solutions, Middlefield, Monthly Commentary

January 2024 Market Commentary

BNN Bloomberg, Innovation, Video

Shane Obata’s Top Tech Picks – BNN Bloomberg’s Hot Picks

Article, Healthcare, Wealth Professional

Healthcare’s Unexpected Edge

All Solutions, Middlefield, Monthly Commentary

December 2023 Market Commentary

Article & Video, Real Estate, Wealth Professional

Middlefield is Dreaming Big With a Leading REIT

Canada, Middlefield, Video

MCT Update with Dean Orrico and Rob Lauzon

Canada, Middlefield, Monthly Commentary

MCT December 2023 Market Commentary

Article, Global Dividends, Wealth Professional

Why the Stage is Set for Dividend-Paying Equities

Healthcare, Middlefield, Video

Healthcare Update with Rob Moffat and Dr. Richard Evans

Article, Real Estate, Wealth Professional

Should Canadian REIT Investors be Worried About a US-Style ‘Doom Loop’?

BNN Bloomberg, Energy, Video

BNN Bloomberg’s Market Call: Dennis da Silva – November 15, 2023 (Full Interview)

All Solutions, Middlefield, Monthly Commentary

November 2023 Market Commentary

Canada, Middlefield, Monthly Commentary

MCT November 2023 Market Commentary

BNN Bloomberg, Energy, Video

Dean Orrico’s Top Canadian Energy Picks – BNN Bloomberg’s Morning Markets

Global Dividends, Middlefield, Podcast

The Rose Bros Podcast: 5% Yields & What Makes a Good Dividend

BNN Bloomberg, Healthcare, Video

Rob Moffat’s Top Pharma Picks – BNN Bloomberg’s Hot Picks

Canada, Middlefield, Monthly Commentary

MCT October 2023 Market Commentary

All Solutions, Middlefield, Monthly Commentary

October 2023 Market Commentary

Middlefield, Real Estate, Video

Granite REIT and the Industrial Real Estate Market

Article & Video, Middlefield, Real Estate

Middlefield, Choice Properties Discuss Real Estate Opportunities

BNN Bloomberg, Energy, Video

Rob Lauzon’s Energy Market Analysis – BNN Bloomberg’s Morning Markets

Canada, Middlefield, Video

QuotedData: Interview with Dean Orrico from Middlefield Canadian Income

Middlefield, Real Estate, Video

Building Wealth with Public Real Estate – Understanding the Asset Class and Trends Shaping the Sector

Canada, Middlefield, Monthly Commentary

MCT September 2023 Market Commentary

Infrastructure, Middlefield, Primer

Sustainable Infrastructure Primer

All Solutions, BNN Bloomberg, Video

BNN Bloomberg’s Market Call: Robert Lauzon – September 1, 2023 (Full Interview)

All Solutions, Middlefield, Monthly Commentary

September 2023 Market Commentary

Shane Market Call - August 11, 2023
BNN Bloomberg, Innovation, Video

BNN Bloomberg’s Market Call: Shane Obata – August 11, 2023 (Full Interview)

Canada: Lower Valuations and Attractive Growth - Podcast: Trust Issues #21
Canada, Kepler Trust Intelligence, Podcast

Canada: Lower Valuations and Attractive Growth – Podcast: Trust Issues #21

Shane Obata - Tech Market Analysis
BNN Bloomberg, Innovation, Video

Shane Obata’s Tech Market Analysis – BNN Bloomberg’s Morning Markets

Article, Real Estate, Wealth Professional

Are REITs Set to Shine as Inflation Cools and Rate Hikes End?

Canada, Middlefield, Monthly Commentary

MCT August 2023 Market Commentary

All Solutions, Middlefield, Monthly Commentary

August 2023 Market Commentary

BNN Bloomberg, Innovation, Video

Shane Obata’s Top Tech Stock Picks – BNN Bloomberg Hot Picks

Moffat Hot Picks - MedTech Stock Picks
BNN Bloomberg, Healthcare, Video

Rob Moffat’s MedTech Stock Update – BNN Bloomberg Hot Picks

BNN Bloomberg, Real Estate, Video

Rob Lauzon’s Top Commercial Real Estate Stock Picks – BNN Bloomberg

BNN Bloomberg, Innovation, Video

BNN Bloomberg’s Market Call: Shane Obata – July 5, 2023 (Full Interview)

All Solutions, Middlefield, Monthly Commentary

July 2023 Market Commentary

Canada, Middlefield, Monthly Commentary

MCT July 2023 Market Commentary

AI believe the hype
Article, Innovation, Middlefield

AI: Believe the Hype

Infrastructure, Middlefield, Video

Enbridge CFO Fireside Chat with Vern D. Yu and Rob Lauzon (VIDEO)

Top Canadian Energy Picks
BNN Bloomberg, Energy, Video

Top Canadian Energy Picks – BNN Bloomberg Hot Picks

Canada, Middlefield, Monthly Commentary

MCT June 2023 Market Commentary

All Solutions, Middlefield, Monthly Commentary

June 2023 Market Commentary

Article, BTV, Real Estate

The Case for Adding REITs to Your Portfolio, with Middlefield

BNN Bloomberg, Energy, Video

Why Energy Stocks Are A Better Buy Than Tech Right Now – BNN Bloomberg’s Morning Markets

Canada, Kepler Trust Intelligence, Video

Alternatives for Income Investors

Canada, Middlefield, Monthly Commentary

MCT May 2023 Market Commentary

BNN Bloomberg, Infrastructure, Video

BNN Bloomberg’s Market Call: Dennis da Silva – April 26, 2023 (Full Interview)

Global Dividends, Middlefield, Primer

Dividend Investing Primer

All Solutions, Middlefield, Monthly Commentary

May 2023 Market Commentary

Article, Global Dividends, Wealth Professional

Lifting The Lid On A Top-Class Fund

Canada, Middlefield, Podcast

Dean Orrico on The John Baron Portfolios Podcast

BNN Bloomberg, Global Dividends, Video

BNN Bloomberg’s Market Call: Rob Lauzon – April 10, 2023

BNN Bloomberg, Infrastructure, Video

Agriculture Stocks to Buy in 2023: Dennis da Silva – BNN Bloomberg Hot Picks

Article, Canada, Kepler Trust Intelligence

Results Analysis: Middlefield Canadian Income

Canada, Middlefield, Monthly Commentary

MCT April 2023 Market Commentary

Article, Middlefield, Real Estate

Comparing Public REITs to Private Real Estate Funds

Article, Canada, Kepler Trust Intelligence

A new frontier for income investors

All Solutions, Middlefield, Monthly Commentary

April 2023 Market Commentary

BNN Bloomberg, Healthcare, Video

Diabetes and Obesity Stocks to Buy in 2023: Rob Moffat – BNN Bloomberg Hot Picks

All Solutions, Middlefield, Monthly Commentary

March 2023 Market Commentary

Middlefield, Real Estate, Video

RioCan CEO Fireside Chat with Jonathan Gitlin and Dean Orrico (VIDEO)

All Solutions, Article & Video, Wealth Professional

Robert F. Lauzon – Wealth Professional Leader Profile

BNN Bloomberg, Innovation, Video

BNN Bloomberg’s Market Call: Shane Obata – March 15, 2023 (Full Interview)

Canada, Middlefield, Monthly Commentary

MCT March 2023 Market Commentary

Middlefield, Primer, Real Estate

Real Estate Primer

BNN Bloomberg, Infrastructure, Video

Sustainable Infrastructure Stocks to Buy in 2023: Robert F. Lauzon – BNN Bloomberg Hot Picks

Article, Middlefield, Real Estate

Benefits of REIT Investing

Canada, IGTV, Video

The Russian War In Ukraine Has Changed The Markets

All Solutions, Middlefield, Monthly Commentary

February 2023 Market Commentary

BNN Bloomberg, Healthcare, Video

MedTech Stocks To Buy In 2023: Robert Moffat – BNN Bloomberg’s Morning Markets

Article, BTV, Healthcare

Navigating the Healthcare Sector with Middlefield

Canada, Middlefield, Monthly Commentary

MCT February Market Commentary

Middlefield

Citywire Investment Trust Awards 2023

All Solutions, Middlefield, Monthly Commentary

January 2023 Market Commentary

Canada, Middlefield, Monthly Commentary

MCT January 2023 Market Commentary

Article, Canada, Kepler Trust Intelligence

They’re coming to…Canada?

Article, BTV, Real Estate

Confident Real Estate Investing in Uncertain Times with the Award-Winning Middlefield Group

All Solutions, Middlefield, Monthly Commentary

December 2022 Market Commentary

What Canadian Energy Companies should you buy - Dennis da Silva
BNN Bloomberg, Energy, Video

What Canadian Energy Companies Should You Buy?: Dennis da Silva – BBN Bloomberg’s The Close

BNN Bloomberg's The Close - Dennis da Silva
All Solutions, BNN Bloomberg, Video

BNN Bloomberg’s The Close: Dennis da Silva – November 23, 2022 (Full Interview)

Why you should add REITs to your investment portfolio - Robert Lauzon
BNN Bloomberg, Real Estate, Video

Why You Should Add REITs to Your Investment Portfolio: Robert Lauzon – BNN Bloomberg’s The Open

BNN Bloomberg's The Open - Robert Lauzon
All Solutions, BNN Bloomberg, Video

BNN Bloomberg’s The Open: Robert Lauzon – November 24, 2022 (Full Interview)

Should you invest in Apple or Google - Shane Obata
BNN Bloomberg, Innovation, Video

Should You Invest in Apple or Google?: Shane Obata – BNN Bloomberg’s Market Call

BNN Bloomberg's Market Call - Shane Obata
BNN Bloomberg, Innovation, Video

BNN Bloomberg’s Market Call: Shane Obata – November 18, 2022 (Full Interview)

Biotech Stocks to Buy in 2023 - Robert Moffat
BNN Bloomberg, Healthcare, Video

Biotech Stocks to Buy in 2023: Robert Moffat – BNN Bloomberg’s The Open

BNN Bloomberg's The Open: Robert Moffat
BNN Bloomberg, Healthcare, Video

BNN Bloomberg’s The Open: Robert Moffat – November 17, 2022 (Full Interview)

Canada, Kepler Trust Intelligence, Video

Kepler Trust Intelligence: Income and growth event – Middlefield Canadian Income

Article & Video, Healthcare, Wealth Professional

Hedge against volatility with healthcare stocks

All Solutions, Middlefield, Monthly Commentary

November 2022 Market Commentary

All Solutions, Article, Investment Executive

With refreshed ETF themes, Middlefield aims to outperform

Article, Real Estate, The Globe and Mail

Why these Lipper Award-winning fund managers think you need more real estate in your portfolio

Middlefield REIT CEO Roundtable Event Featuring Granite REIT and CAPREIT
Article & Video, Middlefield, Real Estate

How leading REIT CEOs navigate markets

All Solutions, Middlefield, Monthly Commentary

October 2022 Market Commentary

All Solutions, BNN Bloomberg, Video

BNN Bloomberg’s The Close: Robert Lauzon (Full Interview)

All Solutions, BNN Bloomberg, Video

Benefits of Equity Income Investing: Robert Lauzon

All Solutions, BNN Bloomberg, Video

3 Key Sectors for Right Now: Robert Lauzon

All Solutions, BNN Bloomberg, Video

BNN Bloomberg’s Market Call: Robert Lauzon (Full Interview)

Innovation Primer
Innovation, Middlefield, Primer

Innovation Primer

All Solutions, Middlefield, Monthly Commentary

September 2022 Market Commentary

BNN Bloomberg, Healthcare, Video

BNN Bloomberg’s The Close: Robert Moffat (Full Interview)

BNN Bloomberg, Healthcare, Video

Benefits of the Healthcare Sector: Robert Moffat

Why You Should Invest In Healthcare Featuring Middlefield's Robert Moffat
Healthcare, Middlefield, Video

4 Reasons to Invest in Healthcare

All Solutions, Article, Middlefield

Middlefield Streamlines Actively Managed Global Funds Platform

Article, Healthcare, The Globe and Mail

Six bargain dividend stocks for investors to play a market rebound

Healthcare, Middlefield, Primer

Healthcare Primer

Healthcare Equity Income Performance Featuring Robert Moffat of Middlefield
Article, Healthcare, Middlefield

Healthcare Sector Update

All Solutions, Middlefield, Primer

Split Share Primer

Article, Infrastructure, The Globe and Mail

How to play the bull case for agriculture stocks

Article, Global Dividends, The Globe and Mail

What a $225-million Canadian fund manager has been buying and selling as stocks flirt with a bear market

Article, Innovation, The Globe and Mail

Streaming services face ‘subscription fatigue’ after pandemic overload

Article, Energy, Middlefield

E Split Corp. Announces New Preferred Share Distribution Rate

Article, Healthcare, Middlefield

5 Defensive Stocks We Like Right Now

Middlefield Healthcare Equity Income Product Line Up featuring Robert Moffat
Article, Healthcare, Middlefield

Middlefield Healthcare Strategies

BNN Bloomberg, Innovation, Video

BNN Bloomberg’s The Market Call: Shane Obata – July 22, 2022

Article, Canada, Kepler Trust Intelligence

O Canada

BNN Bloomberg, Infrastructure, Video

BNN Bloomberg’s Market Call: Dennis da Silva – July 2022

Article, Investment Executive, Real Estate

Middlefield launches two ETFs

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