Editorial companion

What stands out

On July 10, 2026 Darren Sissons, partner and portfolio manager at Campbell, Lee & Ross Investment Management, joined BNN Bloomberg to discuss his outlook on global and technology stocks. Hearing a buy-side veteran talk about both the region and the sector matters because it forces you to reconcile two competing instincts: chase growth where it lives, and spread risk where it doesn’t. For disciplined investors this conversation is a reminder to treat technology as both an engine of returns and a source of concentration risk, and to judge global exposure not as a slogan but as a set of cash-flow and policy differences.