×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
September 30, 2026
AI Leaders Persevere Through Drawdown

Emerging Markets 3Q26: Our semiconductor holdings have come through July selloff with fundamentals intact and should continue to deliver strong operational and financial results.

September 30, 2026
Sustainability Is a Gating Factor for AI

AI and data centers dominated an invigorated Climate Week; their development increasingly depends on managing power, water and community impacts.

August 31, 2026
Emerging Markets Monthly Update

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.

August 31, 2026
Large Cap Growth Monthly Update

Large Cap Growth August 2026: The Strategy outperformed, driven by strong stock selection across communication services, industrials, health care and information technology.

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 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
Narrow Market Full of Overlooked Value

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

ClearBridge Video