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2026 Balancing Act: The King(s) and (A)I | Market Views
- AI investment is still early but with over $600B in projected capex, markets are starting to question timelines and returns. That...
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“Trump tariffs have likely peaked” – CIO Laura Lau on the Financial Post
- Laura joined Larysa Harapyn of the Financial Post to discuss the major forces shaping markets this year, including the outlook for U.S. tariffs...
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Senior PM Mike Clare on Recent Bank Earnings
- Can Canadian banks keep beating expectations? TD’s strong quarter adds to a trend of earnings beats among Canada’s big banks. Mike...
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The $175 Billion Trade Reversal | Market Views
- Last week’s Supreme Court decision has dismantled a key pillar of U.S. trade policy, invalidating tariffs imposed under emergency powers and...
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Laura Lau on Tariffs – Financial Post
- Brompton’s Chief Investment Officer, Laura Lau, provided comments to the Financial Post regarding Friday’s tariff announcement, suggesting the market response to tariffs was a knee-jerk reaction, and that the Canada-United...
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Chris Cullen on Infrastructure Investing – Investment Executive
- "Our portfolio managers are looking for the best balance of traditional and new types of infrastructure.” Chris Cullen, Head of ETFs,...
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Healthcare Rotation | Market Views
- After trailing the broader market in recent years, the healthcare sector is now trading at historically attractive valuations while momentum begins...
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What’s behind the recent pullback in software stocks? – CIO Laura Lau on BNN
- CIO Laura Lau joins Andrew Bell on BNN Bloomberg’s The Open and breaks down why investors are reassessing the sector and...
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Mike Clare shares his perspective on the proposed credit card interest rate cap on BNN
- “We don’t think that this is something that’s possible without legislation by congress, which we think is unlikely.” – Mike Clare...
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