Expect two FED rate cuts by end of 2025 – Laura on BNN

by Laura Lau

| September 4th, 2025

What’s next for the FED and where are the opportunities in stocks? CIO Laura Lau shares her perspective on BNN Bloomberg, forecasting two FED rate cuts by the end of 2025 and discussing the stocks she’s watching.

Expect two FED rate cuts by end of 2025: Lau

Laura Lau

Chief Investment Officer

Laura Lau has over 25 years of investment experience and is the Chief Investment Officer with Brompton Funds. Ms. Lau leads Brompton’s portfolio management team that oversees assets in primarily global and Canadian covered call mandates designed to generate income and lower volatility of returns.

Recent Insights

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...