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 how embracing AI innovation may be critical for software companies going forward.

Watch the full segment

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

Brass compass on a wooden surface by a window, with the Brompton Funds logo in the corner, symbolizing guidance.
Since publishing our 2026 outlook Don’t Bet Against the Fed, there have been substantial changes to the geopolitical...
Fund in focus: Brompton U.S. Cash Flow Kings ETF, Brompton Canadian Cash Flow Kings ETF, Brompton International Cash...
Funds in focus: Brompton Split Corp. Preferred Share ETF ​(SPLT), Brompton Global Healthcare Income & Growth ETF (HIG),Brompton...