Our Thoughts

Despite strong fundamentals and long-term growth drivers, medical technology continues to trade at a discount to the broader market. Vik Chopra explains why that disconnect may create opportunities for investors....

Our outlook on the markets from our August 2026 market commentary...

In August, tariffs seemed to appear and disappear with the regularity of summer thunderstorms. Rising bond yields, Middle East tensions, and trade negotiations between Canada and the U.S. dominated the headlines....