Canadian equity portfolio manager ,Vijay Viswanathan, and fixed income portfolio manager, Crista Caughlin, examine what the latest tariffs, and last month’s Canada Investment Summit, mean for portfolios.
Global credit analysts Sandro Morassutti and Marty Lee discuss the debt funding the AI build-out, the credibility of the Fed and the U.S. government, and fiscal and geopolitical pressure.
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape.
Emerging markets equity portfolio manager, Wen Quan Cheong, discusses what AI “pacing” means for chip demand, why inference and alignment could pick up what a slower training cycle gives back, and which parts of the semiconductor supply chain have the strongest structural tailwinds.
All eyes are on AI and tech, but do other sectors offer exciting investment opportunities? In this episode, MFS explains how industrials are evolving from cyclical businesses into innovation-driven growth companies. Hear how they are supported by multiple secular growth drivers beyond AI, and why the sector can offer a…
Alex Zavratsky, portfolio manager of the Fidelity Advisor International Value Fund and Fidelity Advisor Total International Equity Fund, discusses two powerful long-term investment cycles unfolding right now—and why they may be creating attractive opportunities outside of the U.S.
A discussion on the current state of technology and AI equity investing. Explore the key trends influencing markets, assess where value is emerging across the AI ecosystem, and examine the long-term implications for investors.
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-Portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI…
Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent ‘tectonic’ shifts such as Europe’s Strategic Infrastructure Investment Fund and the possibility of U.S. wind and solar tax credits being reinstated.
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI…
