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Emerging Markets 3Q26: Our semiconductor holdings have come through July selloff with fundamentals intact and should continue to deliver strong operational and financial results.
Large Cap Growth 3Q26: The Strategy’s focus on quality and valuation proved beneficial in a volatile period for higher beta growth stocks.
AI and data centers dominated an invigorated Climate Week; their development increasingly depends on managing power, water and community impacts.
Emerging Markets August 2026: Our AI holdings have come through the latest volatility with fundamentals intact and we believe continued delivery of strong operational and financial results can allay fears about the July selloff.
Large Cap Growth August 2026: The Strategy outperformed, driven by strong stock selection across communication services, industrials, health care and information technology.
Dividend Strategy 2Q26: With record market concentration despite uncertainty introduced by profound technological change, diversification is paramount.
International Growth ADR 2Q26: International equities rebounded sharply, with AI-linked technology companies driving outperformance for the Strategy.
Canadian Equity Strategy 2Q26: Portfolio activity focused on adding to high-quality businesses pressured by AI, rate and cyclical concerns while exiting positions where valuation support or relative opportunity had moderated.
Global Value Improvers 2Q26: A strong global equity rebound masked uneven leadership, creating opportunities in companies tied to energy security, grid modernization and industrial capex.
Large Cap Growth ESG 2Q26: Active stewardship on youth safety, content moderation and disclosure can help assess whether social media platforms are managing emerging legal, reputational and operational risks effectively.
