DIARY OF A PORTFOLIO MANAGER January 16, 2026 “I wish that I could fly Into the sky So very high Just like a dragonfly” - Lenny Kravitz, Fly Away Good afternoon I flew to Toronto last week for our annual Portfolio Management Conference. From door to door...

DIARY OF A PORTFOLIO MANAGER February 3, 2026 Good afternoon A range of developments continues to shape the investment landscape, with potential implications for the macro outlook. Corporate earnings in focus U.S. earnings season is well underway, with...