May 22, 2026
Bubbles, Wars, and All-Time Highs. What Could Possibly Go Wrong?
Patrick Lau on world markets, the AI frenzy, selective opportunity, and how he’s managing risk in NCM Global Income Growth Class.
Author
Patrick Lau, PEng, CFA
Patrick is lead Portfolio Manager of NCM Global Income Growth Class and the Kipling Global Enhanced Dividend Fund.