Senior Portfolio Manager David Mann discusses findings from a recent Japan due diligence trip, highlighting the massive catch-up potential in digital transformation, Japan’s critical role in the global AI supply chain, and the impact of a weakening Chinese economy on regional competition.
Portfolio Manager, Neeraj Khosla shares his insights on India's economic growth prospects and where the team sees potential investment opportunities.
Ian Fung, Portfolio Manager, Fixed income, discusses recent BoC and Fed interest rate moves, inflation, employment and their potential effect on upcoming rate decisions.
Paul Holba, on location in Indonesia, discusses Jakarta’s growing economy and the promising future of investing in emerging markets across Asia.
Next-gen computing and vehicle electrification are driving greater demand for electricity. Nuclear may be a source to help meet it; find out how in our latest Off the Cuff video with Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist.
Jennifer Law, CFA, Senior Portfolio Manager, delves into the market factors influencing uranium prices, their impact on investment decisions, and the team's outlook on potential opportunities.
