Editorial companion

What stands out

On Aug 21, 2026 Darren Sissons, partner and portfolio manager at Campbell, Lee & Ross Investment Management, outlined his outlook for global and technology stocks on BNN Bloomberg. It matters because his shop manages institutional capital, so his framing reveals how active managers think about cross-border tech exposure, cyclical risk, and valuation tradeoffs in a market still parsing higher rates and lofty multiples. For investors who want to translate a manager's playbook into a personal portfolio, the interview is a compact reminder to weigh diversification, fee discipline, and the difference between a short-term theme and a decades-long secular winner.