Laura Lau on the role fossil fuel costs play in inflation

by Petar

| June 20th, 2022

Chief Investment Officer Laura Lau speaks with the CBC’s Peter Armstrong about the indirect impact oil costs are having on inflation, especially in the pricing of commodities.

Article: Forget rate hikes — these economists say to tame inflation, we need cheap oil

 

Recent Insights

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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...