Market Updates - Brompton Funds

Riding the Red Tide: U.S. Election and Financials

by Chris Cullen | Nov 14, 2024

With the U.S. election now in the rearview mirror, investors have begun to assess the likely policies that we will see from a Republican-controlled government over the next two years. While some policy uncertainty remains, it is clear that the financial sector has...

Why It’s Time to Add Europe

by Billy Huang | Apr 14, 2024

With the U.S. markets trading close to the top end of their valuation range, investors have been hunting for value in Europe. European equities are trading at near historic discounts relative to the U.S. It is not only the deeper than normal valuation discount that...

Big Tech Boom Or Gloom In 2024?

by Billy Huang | Feb 9, 2024

The Magnificent Seven or Big Tech (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla) accounted for two-thirds of the 26.3% S&P 500 returns in 2023.1 The majority of this outperformance occurred during the first half of 2023, with the Magnificent Seven rally...

2024 Energy Sector Update

by Laura Lau | Feb 9, 2024

In our latest on demand webinar, CIO Laura Lau provides an update on the Energy sector, discussing supply and demand drivers, geopolitical risk, and valuations for the Energy sector. Laura also provides an update on Brompton Energy Split Corp. (formerly Brompton Oil...

2024 Financials Sector Outlook

by Chris Cullen | Feb 2, 2024

Portfolio Managers Mike Clare and Eric Chadwick discuss the outlook for the global financial sector, including the impact of rate hikes, the potential impact of rate cuts in 2024, the credit environment, and recent regulatory...