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.
Doug Cooper, CFA, Senior Portfolio Manager, shares what can make a dividend growth investing strategy an attractive choice for investors, including:
In this Off the Cuff video, Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist, shares what it will take for the economy to transition from fossil fuel to more renewable energy-based resources, and where the team see potential investment opportunities.
In this Off the Cuff video, fixed income senior portfolio manager Albert Ngo discusses inflation, economic growth and possible outcomes for the market.
The actions of central banks around the world are having a positive effect on inflation, and we are starting to see signs of it slowing, particularly as we look at the year-over-year and month-over-month numbers in Canada and the U.S. However, with widespread inflation and the near-term upward trajectory of interest rates, we could soon see an economic slowdown.
Ian Fung, Portfolio Manager, Fixed income, discusses these and other factors affecting fixed-income markets and the global economy.
