Laura Lau on North American dividend growers

by Petar

| March 14th, 2022

Chief Investment Officer – Laura Lau speaks with the Globe and Mail about going ‘back to basics’ with stable North American dividend growers amid rising inflation, expected interest rate hikes, and global market uncertainty.

Article: Why this money manager bought Imperial Oil while ditching Dollar General

 

 

Recent Insights

Historic red brick building with a turret in the foreground, modern skyscrapers rising behind it at a city intersection, with yellow traffic lights visible.

Article

Protect Portfolios from Rising Rates with Floating-Rate CLO ETFs

by Chris Cullen

| September 15th, 2026

Following Fed Chairman Kevin Warsh’s hawkish speech at the Jackson Hole symposium in August, interest rates have risen...
Historic red brick building with a turret in the foreground, modern skyscrapers rising behind it at a city intersection, with yellow traffic lights visible.

Article

Canadian Banks: Are Higher Valuations the New Normal?

by Maggie Meng

| August 27th, 2026

   Over the past year, the Big Six Canadian banks have returned 53%, 1.6 times the 32% return...
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ArticleInvestment Outlook

H2/2026 Outlook – Buy the Dips

by Laura Lau

| July 29th, 2026

Since publishing our 2026 outlook Don’t Bet Against the Fed, there have been substantial changes to the geopolitical...