Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
Non-U.S. Returns Look Set to Outperform (Audio)
January 2022
Co-CIO, Stephen Jenkins, provides an update on global stock markets and why we are looking to areas outside of the U.S. for future outperformance.
Energy Crisis or Energy Tightness? An Opportunity Either Way
December 2021
Portfolio Manager, Aleksy Wojcik, discusses a culmination of energy issues that have emerged since the start of the pandemic, and addresses the big question: “are we in an energy crisis”?
Suncor Energy (Audio)
June 2021
Portfolio Manager, Gary Chow, provides an update on Suncor Energy and why we believe it is an attractive opportunity for value investors.
A Reversion Expected (Audio)
May 2021
Listen as Portfolio Manager, Gary Chow, discusses the current valuation spread between the Canadian and U.S. markets.
Low Bond Yields Are Not Deterministic of P/E Multiples (Audio)
March 2021
Listen as Kim Shannon, explains the relationship between bond yields and P/E multiples.
Low But Rising Inflation is Good for Equities (Audio)
March 2021
Listen as Kim Shannon explains what a low but rising inflation rate could mean for equities.
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