Portfolio manager walks through how higher real rates, hawkish central banks, and receding inflation drivers could impact the sector
Vice president and portfolio manager at Brompton Funds spotlights several macro trends and near-term opportunities
It is also changing a long-term fund to create Canada’s first leveraged-long fixed income ETF
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
