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August 10, 2026
When Revenue Acceleration Overwhelms Quality

AI-driven scarcity is allowing perceived lower-quality companies to post the revenue growth, margin expansion and rising returns investors associate with quality businesses.

July 31, 2026
Emerging Markets Monthly Update

Emerging Markets July 2026: The Strategy underperformed in a risk-off July, hurt by weakness in IT and industrials across South Korea and Taiwan that offset strength in India.

July 31, 2026
Large Cap Growth Monthly Update

Large Cap Growth July 2026: The Strategy outperformed due to its differentiated exposure and strong selection in a month that saw momentum stocks sell off.

July 21, 2026
Canada’s Infrastructure Moment

Canada may be entering a new industrial investment cycle, supported by major infrastructure, energy, data center, transmission, port and carbon-capture projects announced this month.

July 7, 2026
Tailwinds Forming for Health Care

Podcast: Improved biopharma funding is proving beneficial to CROs and life science tools companies while patent expirations are separating pharmaceuticals.

June 30, 2026
Balancing AI Momentum with Regional Exposures

Emerging Markets 2Q26: We are managing concentration risk through allocations to China and India while maintaining dedicated exposure to secular AI growth trends.

June 30, 2026
Narrow Market Full of Overlooked Value

Dividend Strategy 2Q26: With record market concentration despite uncertainty introduced by profound technological change, diversification is paramount.

June 30, 2026
Adding Risk on Our Terms

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.

June 30, 2026
Finding Value Beyond the AI Rally

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.

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