Review of 2025 and What to Expect in 2026

AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....

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Introducing River Road: Absolute Value Investing in U.S. Equities

River Road, a newly appointed CI sub-advisor, shares how they uncover hidden gems, avoid value traps and apply their overall absolute investing philosophy. Read the full interview to discover their conviction-driven strategy....

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The Power of Scale

The ultimate driver of value in today’s markets is scale. Find out how this hidden ingredient separates small business from trillion-dollar valuations....

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AI’s Second Act and How to Capitalize On It

Discover how the rise of AI-enabled physical robotics could reshape the job market, drive innovation and create new investment opportunities in tech and equities....

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Canadian Equity Alpha: Overcoming the Headwinds

The performance gap with the U.S. still weighs on Canada’s growth. Learn why the Canadian economy continues to lag, where opportunities lie, and the impact on investors....

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Finding the Few Winners: Munro’s Strategy for Long-Term Growth

In a market flooded with speculation, real growth is rare. Discover how global equity experts uncover lasting opportunities in a volatile global market....

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The Next Wave in Emerging Markets

Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

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Trade Tensions Must De-Escalate

U.S. exceptionalism is beginning to falter as more countries are targeted with tariff threats. Will trade tensions ease in time to save the global economy?...

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Tariff Troubles Continue

President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....

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DeepSeek and Trump 2.0: The Future of U.S. Industry

Have Trump’s presidency and DeepSeek's launch altered the U.S. equity outlook? Join Munro Partners for an in-depth look at Trump 2.0 and the future of AI....

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