New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
Institutional investors count on our proven approach to building highly active, differentiated equity portfolios across markets and investment styles.
Gain exposure to a core global fund that invests in some of the most dominant business franchises in the world, with a focus on absolute return and a balance between capital protection and steady growth.
A concentrated equity portfolio comprised of high conviction investments that have been identified through rigorous fundamental analysis. Well diversified across 30 – 35 stocks, with the flexibility to selectively invest in smaller companies if attractive opportunities are identified.
The Strategy seeks to help achieve capital growth over the long term by investing primarily in small-capitalization companies anywhere in the world. We do this through growth through bottom-up stock selection and top-down regional allocation and factor risk management.
Access the largest capital market in the world and a global leader in innovation. We seek to provide strong capital growth over the long term. The Fund invests primarily in equities of American companies.
Tap into portfolios comprised of high-quality growth companies with underappreciated and sustainable growth prospects. Provides diversification benefits by investing in companies located outside Canada and the United States and complements portfolios that use a value approach and/or provide geographic diversification.
New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
Legal investigation of Fed Chair Powell presents new risk to markets
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
Markets take a wait-and-see approach to US action in Venezuela
A rise in Venezuelan oil production could pressure oil prices in a few years. In the meantime, we expect an accelerating global economy to boost demand for oil and support prices.
Has the catalyst for stock diversification arrived?
For investors looking to diversify their mega-cap technology exposure, improving growth and falling interest rates may be good reasons.
Navigating Fed monetary policy uncertainty and the markets
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
When you’re ready for a partner, not just a provider, we can connect you with a team focused on your investment challenges and opportunities.
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