Our Articles
- Analysis
Technology investing often begins with the product. What does the company sell? How large is the market? How fast can it grow? These questions matter, but they are only part of the work. To build conviction, we also need to understand the people making decisions, the culture they are shaping, and whether the organization has the discipline to…
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- News, Strategies
Your financial goals deserve a portfolio that evolves with your needs and priorities. That is why at Pembroke, we continue to enhance our offering to help you pursue…
- Strategies
Since the beginning of 2025, the U.S. Administration rolled out tariffs against its most important trading partners, including Canada, Mexico and China. Investors are…
- Strategies
Trade and tariff uncertainty captivated investors in March. At the time of this writing in April, market volatility reached a crescendo as the world reacted to President…
- Outlook
This is the third draft of this quarterly note. Such is the world as the Trump administration whipsaws global equity markets with news of tariffs that seem to change every…
- Strategies
For the most part, Pembroke’s Canadian strategies had a difficult first quarter. Canadian equity markets were buffeted by significant fears of tariffs and trade tensions…
- Analysis, Video
On March 14, 2025, Nicolas Chevalier was invited to appear on RDI’s (Radio-Canada) Zone Économie program for a discussion with journalist Olivier Bourque. The conversation…