Laura Lau on Canadian telecom stocks weathering current market turbulence

by Petar

| May 9th, 2022

Chief Investment Officer – Laura Lau explains why Canadian telecom stocks have performed well relative to the market due to their defensive properties and the overall lack of industry competition.

Article: Canadian telecom stocks hold up well despite rising interest rates

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...
Brass compass on a wooden surface by a window, with the Brompton Funds logo in the corner, symbolizing guidance.

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...