Real Assets for Persistent Inflation

Real Assets for Persistent Inflation

In an August 2022 Brompton Insights we stated that, after moderating from the extreme levels of 2022, inflation would likely be here to stay for the foreseeable future. Our view at the time was that several sources of supply-side inflation would persist because of...
Why It’s Time to Add Europe

Why It’s Time to Add Europe

With the U.S. markets trading close to the top end of their valuation range, investors have been hunting for value in Europe. European equities are trading at near historic discounts relative to the U.S. It is not only the deeper than normal valuation discount that...
3 Mega Trends Driving Investment in Real Assets

3 Mega Trends Driving Investment in Real Assets

Funds in focus: Brompton Sustainable Real Assets Dividend ETF (BREA), Sustainable Power & Infrastructure Split Corp. (PWI). Real assets are benefiting from an attractive opportunity to participate in long-term growth trends and government stimulus on both sides of...
Slim Fast – Investing in the Anti-Obesity Revolution

Slim Fast – Investing in the Anti-Obesity Revolution

Fund in focus: Brompton Global Healthcare Income & Growth ETF (HIG). Obesity is the fifth leading risk factor contributing as a primary cause of death globally and is responsible for over 3 million adult deaths each year through obesity-related conditions like...
Beyond Big Tech – The Case for Diversification in 2024

Beyond Big Tech – The Case for Diversification in 2024

Much attention has been given to the “Magnificent 7” or “big tech” stocks recently (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla), which have dominated market performance since the start of 2023. In fact, the top ten largest stocks in the S&P 500 Index...