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Portfolio Update – June 2026
Portfolio Update – June 2026

Global equity markets have recovered from their first-quarter lows. […]

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In the Money with Amber Kanwar  Everyone’s Bearish on Canada. This $22B Fund Isn’t.
In the Money with Amber Kanwar Everyone’s Bearish on Canada. This $22B Fund Isn’t.

Alex Letko, Regional Manager – Central Canada, Portfolio Manager joined Amber Kanwar on In the Money to discuss why he sees encouraging opportunities in Canada and abroad despite ongoing market uncertainty. The conversation explored Canadian banks, telecoms, AI-driven global semiconductor trends, emerging markets, and several long-term investment themes shaping today’s markets. The podcast is only in English so we should put just the English on the website. It can go under Investor Forum. […]

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Portfolio Update – May 2026
Portfolio Update – May 2026

Global equity markets advanced in April, with major indices returning to positive territory despite an environment characterized by volatility and persistent geopolitical tensions. […]

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