Following factor's dismal performance during 2020 recovery, signs of brewing equity-market risk support return to prudence
After outsized gains, history and recent data suggests sector will benefit from reopening trade and improving fundamentals
Brompton Funds Head of ETFs believes it's time to take profits and seek out more attractive yields in the U.S. market
Firm planning to amend strategy to explicitly integrate ESG considerations into security selection process
Brompton Funds is investing in sustainable power and infrastructure, and believe it offers clients attractive growth and income opportunities
Those who chose to sit out stock-market volatility also likely missed out, according to new analysis
Portfolio manager on approach that lifts constraints on sector weighting
Portfolio manager says investors are acting like it's 2008 but argues banks, lifecos are in better shape
Portfolio manager details points of strength for North American banks and life insurers even as they trade at discounts
Active mandates include low-vol portfolio of North American issuers and global real-asset companies
