Posts by lindsay
The Real Economy Supercycle -Part Two
September 12, 2026 — Unpacking the big idea behind the Real Economy Supercycle, the bigger forces at play and how we’re positioning for a changing world.
The Real Economy Supercycle
September 5, 2026 — The opportunities we see across power, infrastructure, defence and resources, and how we’re positioning for what comes next.
Economic Nationalism
August 29, 2026 — What the latest tariffs could mean for markets and our portfolio, and the growing importance of Canada’s natural resources in a changing world.
How to Think About AI
August 22, 2026 — Understanding the risks, opportunities and what is becoming more valuable as AI reshapes markets, businesses and the economy.
What to Own, Why to Own It, and When to Own It
August 15, 2026 — The three parts of our investment approach: fundamentals, positioning and technicals. Together, they help us decide what to own, why to own it and when to own it.