Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
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Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Denny Fish discusses how innovative products aimed at delivering efficiencies across the global economy position the tech sector to compound earnings growth over a multi-year horizon.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Both companies and households stand to benefit from the myriad ways AI can enhance productivity.
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.