Last week, U.S. Senate passed the Holding Foreign Companies Accountable Act, creating uncertainty to many Chinese companies listed on U.S. exchanges. In this week's Silver Lining, CIO Scott Morrison explains why he is still investing in a Chinese company, one that is listed in Shanghai.
With investor demands driving emphasis on sustainability, companies with ESG strategies may be impactful for shareholder value. Lions Bay Fund portfolio manager Justin Anis, CFA discusses his latest investment thesis.
April 2020 - As we officially entered bear territory, the latest book of the month, picked by CIO Scott Morrison, is Bull!: A History of the Boom and Bust, 1982 - 2004 by Maggie Mahar, a historical illustration of what happened during the previous boom-and-bust, and what we can learn from our past.