Infrastructure Spending Goes into Overdrive
Funds in focus: Brompton Global Infrastructure ETF, Sustainable Power & Infrastructure Split Corp. The Recap Back in February, we laid out the case for infrastructure stocks to deliver strong returns in 2025, driven by two key macro trends: the acceleration of...
The Income Advantage: Investment Grade CLO Bonds
Fund in focus: Brompton Wellington Square Investment Grade CLO ETF. Portfolio Manager Jeff Sujitno dives into the advantages of investment grade CLO Bonds. Attractive yields, diversification from fixed floating-rate exposure and lower credit risk than corporate bonds....
The Trillion Dollar Question – Are We In an Artificial Intelligence Bubble?
Funds in focus: Brompton Tech Leaders Income ETF (TLF), Brompton Global Dividend Growth ETF (BDIV). Artificial Intelligence (AI) has emerged as the defining technological catalyst of this investment cycle. Since the launch of ChatGPT in November 2022, capital...