Laura Lau on recent booms in Canadian oil & gas

by Petar

| March 16th, 2022

Chief Investment Officer – Laura Lau speaks with the Globe and Mail about cash-rich Canadian oil stocks and how the energy sector is poised to be one of the greatest generators of dividend growth on the Toronto Stock Exchange this year.

Article: Profitable oil stocks may be headed to more dividends and buybacks

 

 

 

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...