Portfolio Update – November 2021
Global equity markets have continued their ascent, driven by favourable business conditions and the resulting strong increase in earnings […]
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Our Perspective
Portfolio Update – October 2021
Global equity markets experienced some volatility in September, driven, in part, by the prospect of a debt default by Evergrande, China’s largest real estate developer […]
Economic and Capital Markets Outlook – Q4 2021
The global economic recovery is powering ahead. Activity is rebounding impressively and, despite a resurgence in COVID-19 cases, there are many levers for growth […]
Investor Forum 2021
We would like to share our thoughts on these global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry […]
Portfolio Update – September 2021
Global equity markets hit new highs in August as companies continued to report strong earnings […]
Portfolio Update
Global equity markets have recorded double-digit total returns year-to-date to July 31st […]
Economic and Capital Markets Outlook – Q3 2021
The world economy is on course to deliver the strongest year of growth in more than a decade. The current structural backdrop reinforces our optimism that a new cyclical expansion is well underway […]
Doing good while doing well: Our ESG journey
Fighting climate change by reducing greenhouse gases released in the atmosphere, ensuring a fairer and more sustainable sharing of wealth, and encouraging openness and transparency are some of the environmental […]
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