There are currently nine companies in the S&P 500 with market capitalizations exceeding $1 trillion. The largest among them is Nvidia Corp., valued at $4.55
It is not “if” robots will compete but when
Humans have been worried about robots replacing them for over four decades. Until recently, the closest invention
This month, we sat down with Kevin McSweeney, Senior Vice-President, Portfolio Manager & Lead for our Canadian Equity Alpha mandate. With over 25 years of
This month, we interviewed Nick Griffin, Chief Investment Officer and founding partner of Munro Partners. He and his investment team are based in Australia and
This month, we interviewed Matthew Strauss, the portfolio manager of our emerging markets mandate. Mr. Strauss has over 25 years of investment experience and is
Since the pandemic and leading into the inauguration of Donald Trump as the 47th President of the United States, the U.S. economy has been extremely resilient
What Happened?
The April 2 U.S. tariffs announcement was a “known unknown.” While it was expected that President Trump would reveal his plan, the specifics were
1. How is Trump’s presidency changing the trades and orders of the world?
We expect Donald Trump in power to be, on balance, positive for U.S. markets. Trump
The world suddenly became more complex as Donald Trump began his new term as President of the United States, coinciding with the launch of DeepSeek, a Chinese
The first round of industrial revolutions (coal, gas, nuclear, internet) saw the growing use of machines and computers to enhance human productivity. The job
For this month, I have decided to interview myself. It will be fun!
Interviewer: Hi, Alfred. How did you get started in the industry?
Alfred: I found investing
After a difficult performance for the 60/40 portfolio in 2022, you might forgive investors for throwing in the towel on the idea of diversification. When stock