Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager Ryan Nicholl takes you around the world highlighting the regions and sectors where he is finding the best opportunities in today’s market environment to invest in quality defensive businesses.Kirjoittanut Dynamic Funds

A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixe…

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts …

Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager, Jeremy Lucas explore a broad range of topics in credit and issues facing investors today. Jeremy highlights the risks and opportunities in credit markets and provides insights into Dynamic’s Specialized Credit Team’s investment process.…

Vice President & Portfolio Manager, Frank Latshaw, explains how infrastructure is set up well for what lies ahead in this new market cycle with the potential to generate healthy total returns in the years ahead.Kirjoittanut Dynamic Funds

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green, delve into the dynamic realm of exchange-traded funds. In this episode, they are joined by special guest Bloomberg Intelligence analyst, Eric Balchunas. Together, they examine the complexities of active versus passive ETF investing, the U.S. ETF lands…

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena dive into the intricacies of constructing a Paycheque portfolio. In this episode, they explore the unique asset classes needed for building a portfolio dedicated to generating a steady income in retirement. From the importance of alternative i…

Chief Investment Strategist, Myles Zyblock and David De Pastena, Vice President, Portfolio Solutions, as they reflect on the intriguing twists of 2023 and share insights into what lies ahead in 2024. From the surprising rebound of large-cap tech companies to global economic trends and the potential impacts of AI, this podcast explores the key facto…

David De Pastena, vice-président des Solutions de portefeuille, se penchent sur les intrigants rebondissements de 2023 et partagent leur vision de ce que nous réserve 2024. Dans ce balado, il explorent certains facteurs clés qui orientent les stratégies de placement et les perspectives des différentes catégories d’actifs, qu’il s’agisse du rebond s…

Vice President & Portfolio Manager, Jennifer Stevenson, discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and how Canadian energy companies check a lot of the right boxes.Kirjoittanut Dynamic Funds

Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs Alan Green, explore money movement within the Canadian ETF industry over this past year. They discuss the driving forces behind various market segments and evaluate some regulatory shifts that can potentially shape the industry. From traditional ETFs to crypto ETFs,…

Vice President of ETF Distribution Peter Tomiuk and Vice-President and Head of ETFs Alan Green, dissect the fundamental essence of ETFs and delve into their investment industry evolution. Together we will uncover the tale of their rise, current positioning, and offer an insightful glimpse into the probable pathways that await the ETF industry in th…

Vice President & Portfolio Manager Tom Dicker and Vice President & Senior Portfolio Manager Jason Gibbs discuss what’s been happening in the bond and equity markets year-to-date that has led investors into the “cash trap”. While GICs offer an attractive short-term solution, for longer term investors the importance of dividend paying equities to gro…

Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill as they rewind to the banking upheaval of March and fast forward to the evolving financial landscape. Nick and Tom break down the crisis's aftermath, exploring the factors influencing Canadian banks, regulatory changes, and the rise of alternative financial…

Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes.Kirjoittanut Dynamic Funds

Chief Retirement Income Strategist, Daryl Diamond explores the paycheque portfolio approach for retirees and depicts how it can offer a more stable and stress-free retirement income, regardless of market fluctuations.Kirjoittanut Dynamic Funds

David De Pastena, vice-président, Solutions de portefeuilles, met en lumière les approches de placement possibles d’adopter à la retraite durant les turbulences des marchés. Apprenez-en plus au sujet des stratégies de placement en fonction du passif auxquelles ont fréquemment recours les caisses de retraite. Découvrez aussi en quoi elles se compare…

Vice President & Portfolio Manager, Frank Latshaw, explains how the benefits offered by infrastructure – stability, long-term growth, some yield – haven’t really changed. However, a different market cycle is presenting some challenges, creating the need to be more selective of opportunities.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager, Eric Mencke, discusses the benefits of active management in sustainable investing, our multi-thematic approach, examples of companies addressing these challenges, and why we’re optimistic about a more sustainable economy for the future.Kirjoittanut Dynamic Funds

David De Pastena, vice-président, Solutions de portefeuilles, explique comment les marchés volatils ont forcé de nombreuses personnes à la préretraite à reporter leur départ de la vie active. Il met en lumière l’importance des cinq années les plus payantes passer à cette prochaine étape.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager, Maria Benavente, discusses the challenges facing the real estate sector, recent developments in transactions volumes, and opportunities amidst record negative sentiment.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager Bill McLeod discusses the Canadian equity investing landscape, focusing on what’s driving performance and where to find opportunities.Kirjoittanut Dynamic Funds

Chief Retirement Income Strategist, Daryl Diamond delves into the intricacies of retirement income planning. He shares essential insights and valuable strategies to shift your focus from accumulation to generating consistent cashflows for your retirement lifestyle.Kirjoittanut Dynamic Funds

David De Pastena, vice-président, Solutions de portefeuilles, explique les raisons pour lesquelles les fonds de retraite peuvent s’épuiser plus rapidement que prévu. Il discute de la réalité du prolongement de l’espérance de vie et de son effet sur les rendements.Kirjoittanut Dynamic Funds

Vice President & Senior Portfolio Manager, Noah Blackstein discusses why he believes there is a generational opportunity ahead for growth stocks, the impact that macro events have had on markets historically and this year, the U.S. Federal Reserve, Artificial Intelligence and the Cloud, and areas where his bottom-up investment process is finding op…

Vice President & Portfolio Manager Jennifer Stevenson discusses the growth potential and investment opportunities for the global transition to clean energy, as well as the incremental value that active management can add in the space.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager Vishal Patel shares his thoughts on the importance of Artificial Intelligence (AI), how it will impact various industries from an investment standpoint, and how this technology will impact how we work and play.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through how options work and the benefits they can provide, including a robust yield, buying equities at a discount and portfolio protection that can help lower volatility. Isn’t it time to take a closer look at options?…

Vice President & Portfolio Manager Richard Lee discusses how alternatives are now becoming core investments and over the long term they will become a critical component of an investor’s portfolio.Kirjoittanut Dynamic Funds

Recent events affecting the U.S. and European, banking sectors have created uncertainty for investors. Chief Investment Strategist Myles Zyblock and Vice President & Senior Portfolio Manager Jason Gibbs share their thoughts on managing emotions during turbulent times and the importance of staying invested for the long term.…

In this special edition of On The Money, which is only available until April 10th, 2023, Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill to take a deeper look at the series of events that have shaken the global banking sector in recent weeks and the downstream effects for other sectors of the market, inc…

Vice President & Portfolio Manager Jeremy Lucas shares his most recent thoughts on the macro-economic environment, the impact of monetary policy on fixed income and credit in particular, as well as opportunities and potential headwinds to look for in 2023.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager Steve Hall discusses the state of the consumer in the post-covid world, his approach to analyzing consumer businesses, and the opportunity in small- and mid-cap companies.Kirjoittanut Dynamic Funds

Vice President & Senior Portfolio Manager Romas Budd shares his most recent thoughts on inflation concerns, fixed-income markets and what investors who are holding bonds need to keep in mind in 2023.Kirjoittanut Dynamic Funds

Chief Investment Strategist Myles Zyblock shares his views on market and economic events, the outlook for 2023 and the opportunities, challenges and surprises that lie ahead.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager Robert Cohen shares his perspective on the nature of the current inflationary environment, and why his outlook for gold in 2023 is positive.Kirjoittanut Dynamic Funds

Vice President & Senior Portfolio Manager, David Fingold shared his thoughts on if interest rates and inflation will stay higher longer, if we are in a recession, the current challenges investing in this environment, and what he is optimistic about going forward.Kirjoittanut Dynamic Funds

Vice President & Senior Portfolio Manager, Noah Blackstein discusses the opportunity ahead for growth stocks, new leadership that often comes with a bear market, the impact that macro has had on markets this year and areas where his bottom-up investment process is finding opportunities.Kirjoittanut Dynamic Funds

Portfolio Manager Nick Stogdill discusses the notion that financials could be part of the new market leadership in the next market cycle and the breadth of opportunity in the sector.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position.Kirjoittanut Dynamic Funds

Vice President & Portfolio Manager Maria Benavente shares her thoughts on real estate as an inflation hedge, where the opportunities are within Real Estate, ESG framework, and the outlook on residential Real Estate in light of the changing regulatory environment and rapidly tightening monetary policy.…

Vice President & Senior Portfolio Manager Derek Amery provides his thoughts on what 30 years of investing in fixed-income has taught him about managing through inflation concerns and volatile markets. Topics covered include central bank policy outlook, positioning your bond portfolio with recession risk on the horizon as well as what kind of opport…

Portfolio Manager Rose Devli shares her thoughts on the surging inflation we are seeing and how bonds can fit into your portfolio in the current environment. Rose also discusses her experience as a woman in capital markets and what it means to educate and empower others looking to succeed in similar roles.…

Erinn King CFA®, Managing Director & Client Portfolio Manager, Payden & Rygel, shares her perspectives on navigating through the market as we move from inflation concerns to growth considerations.Kirjoittanut Dynamic Funds

Frank Latshaw, Vice President & Portfolio Manager, shares his perspective on the key themes that are driving infrastructure investing today.Kirjoittanut Dynamic Funds

Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on how the dynamics in energy markets have changed in 2022 given the war in Ukraine and the associated sanctions, as well as the push for energy independence and the integration of renewable energy.Kirjoittanut Dynamic Funds

Money conversations with our kids made simple. Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches joins us to share the tools that will help children develop a healthy relationship with money.Kirjoittanut Dynamic Funds

David Fingold, Vice President & Senior Portfolio Manager, discusses how the tragic situation in Eastern Europe is increasing geopolitical uncertainties and its impact on global equities.Kirjoittanut Dynamic Funds

Jason Gibbs, Vice President & Senior Portfolio Manager, discusses how emotions can make or break your investment success. We cannot predict where markets are going, but as investors we can focus on how to center our emotions and not let them direct our financial strategy.Kirjoittanut Dynamic Funds

Vishal Patel, Vice President & Portfolio Manager, discusses how volatility can be an opportunity to invest for long-term growth, regardless of short-term market volatility.Kirjoittanut Dynamic Funds