Don’t Fight the Fed: Look to Dividend Growers
It is often difficult to identify when the market regime changes until you remember many consider as the #1 rule in investing: Don’t fight the Fed. With the U.S. Federal Reserve (the “Fed”) embarking on a rate cutting cycle, the market typically anticipates this pivot...
Real Assets for Persistent Inflation
In an August 2022 Brompton Insights we stated that, after moderating from the extreme levels of 2022, inflation would likely be here to stay for the foreseeable future. Our view at the time was that several sources of supply-side inflation would persist because of...
3 Mega Trends Driving Investment in Real Assets
Funds in focus: Brompton Sustainable Real Assets Dividend ETF (BREA), Sustainable Power & Infrastructure Split Corp. (PWI). Real assets are benefiting from an attractive opportunity to participate in long-term growth trends and government stimulus on both sides of...