Let's Talk Investing https://www.scotiafunds.com/en/home.html en © Copyright The Bank of Nova Scotia. All rights reserved. Hear expert speakers break down financial markets into clear, actionable insights to help you make smarter investment decisions – no matter where you are on your financial journey. https://megaphone.imgix.net/podcasts/27e43076-d237-11ec-a6b3-17d9ec4a1622/image/decce04749f25f237a7d3af485101edb.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Let's Talk Investing https://www.scotiafunds.com/en/home.html no episodic Scotia Global Asset Management Hear expert speakers break down financial markets into clear, actionable insights to help you make smarter investment decisions – no matter where you are on your financial journey. Hear expert speakers break down financial markets into clear, actionable insights to help you make smarter investment decisions – no matter where you are on your financial journey.

]]> Scotia Global Asset Management productsolutions@scotiagam.com War, oil, inflation… what we think is next for markets As geopolitics heat up again and ripple through markets, thoughtful positioning matters more than ever. Mon, 30 Mar 2026 22:06:00 -0000 full Scotia Global Asset Management As geopolitics heat up again and ripple through markets, thoughtful positioning matters more than ever. As geopolitics heat up again and ripple through markets, thoughtful positioning matters more than ever.

]]> 1076 no What the Iran conflict really means for your portfolio... and what to do now Portfolio Manager Wes Blight explains how Middle East tensions affect markets—and what investors should focus on during volatility.   Tue, 10 Mar 2026 20:10:00 -0000 full Scotia Global Asset Management Portfolio Manager Wes Blight explains how Middle East tensions affect markets—and what investors should focus on during volatility.   Portfolio Manager Wes Blight explains how Middle East tensions affect markets—and what investors should focus on during volatility.  

]]> 764 no Retirement rewired: the new retirement realities Retirement today isn’t about hitting a magic number – it’s about building income that lasts. Greg Sweet speaks with best-selling author Daryl Diamond about the new retirement realities, the factors that affect retirement income sustainability over decades, and the tradeoffs that shape clients’ retirement income plans. Wed, 04 Feb 2026 19:27:00 -0000 full Scotia Global Asset Management Retirement today isn’t about hitting a magic number – it’s about building income that lasts. Greg Sweet speaks with best-selling author Daryl Diamond about the new retirement realities, the factors that affect retirement income sustainability over decades, and the tradeoffs that shape clients’ retirement income plans. Retirement today isn’t about hitting a magic number – it’s about building income that lasts. Greg Sweet speaks with best-selling author Daryl Diamond about the new retirement realities, the factors that affect retirement income sustainability over decades, and the tradeoffs that shape clients’ retirement income plans.

]]> 1138 no Are 3 years of market highs setting up a bubble? A 2026 market outlook Are 3 years of market highs really setting up a bubble, or is there more room to run? In this episode, Greg Sweet and Portfolio Manager Wes Blight chat about what’s really driving markets, how AI is shaping today’s rally, and what all of it could mean for your portfolio in 2026. Sat, 03 Jan 2026 21:38:00 -0000 full Scotia Global Asset Management Are 3 years of market highs really setting up a bubble, or is there more room to run? In this episode, Greg Sweet and Portfolio Manager Wes Blight chat about what’s really driving markets, how AI is shaping today’s rally, and what all of it could mean for your portfolio in 2026. Are 3 years of market highs really setting up a bubble, or is there more room to run? In this episode, Greg Sweet and Portfolio Manager Wes Blight chat about what’s really driving markets, how AI is shaping today’s rally, and what all of it could mean for your portfolio in 2026.

]]> 2056 no Market peaks, rate tweaks–what’s next? Portfolio manager Wes Blight unpacks market highs, rate shifts, and the impact of AI, trade, and global trends. Fri, 03 Oct 2025 15:41:00 -0000 full Scotia Global Asset Management Portfolio manager Wes Blight unpacks market highs, rate shifts, and the impact of AI, trade, and global trends. Portfolio manager Wes Blight unpacks market highs, rate shifts, and the impact of AI, trade, and global trends.

]]> 1308 no Tariffs, tensions, and turnarounds After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead. Fri, 04 Jul 2025 17:14:00 -0000 full Scotia Global Asset Management After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead. After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead.

]]> 1247 no Tariffs and the new world order? Trade tensions, slowing growth, technological disruptions, and shifting market dynamics – here’s what it all means for you and your portfolios. Tue, 08 Apr 2025 17:11:00 -0000 full Scotia Global Asset Management Trade tensions, slowing growth, technological disruptions, and shifting market dynamics – here’s what it all means for you and your portfolios. Trade tensions, slowing growth, technological disruptions, and shifting market dynamics – here’s what it all means for you and your portfolios.

]]> 1776 no The year ahead 2025 with our Chief Investment Strategist The podcast explores the implications of the Trump 2.0 administration in the year ahead, global growth, and the impact on the future.  Mon, 27 Jan 2025 21:15:00 -0000 full Scotia Global Asset Management The podcast explores the implications of the Trump 2.0 administration in the year ahead, global growth, and the impact on the future.  The podcast explores the implications of the Trump 2.0 administration in the year ahead, global growth, and the impact on the future. 

]]> 1040 A year in review with the Multi-Asset Management Team Join the Multi-Asset Management Team's Craig Maddock and Wesley Blight, along with host Greg Sweet, as they analyze 2024's market performance and outline their investment outlook for 2025. Their discussion explores central bank rate cuts, potential implications of Trump's tariff policies, and more. Tue, 21 Jan 2025 17:03:56 -0000 full Scotia Global Asset Management Join the Multi-Asset Management Team's Craig Maddock and Wesley Blight, along with host Greg Sweet, as they analyze 2024's market performance and outline their investment outlook for 2025. Their discussion explores central bank rate cuts, potential implications of Trump's tariff policies, and more. Join the Multi-Asset Management Team's Craig Maddock and Wesley Blight, along with host Greg Sweet, as they analyze 2024's market performance and outline their investment outlook for 2025. Their discussion explores central bank rate cuts, potential implications of Trump's tariff policies, and more.

]]> 1508 3Q24 in Review with the Multi-Asset Management Team With three quarters down, equity markets enjoyed another robust quarter, with gains pushing many indices to new heights. Fixed income has been thriving amid easing central bank policies in Canada, the US, and beyond. Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They delve into significant 2024 events: the Federal Reserve’s first interest rate cut in September, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into 2025. Mon, 07 Oct 2024 20:50:00 -0000 3Q24 in Review with the Multi-Asset Management Team full Scotia Global Asset Management With three quarters down, equity markets enjoyed another robust quarter, with gains pushing many indices to new heights. Fixed income has been thriving amid easing central bank policies in Canada, the US, and beyond. Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They delve into significant 2024 events: the Federal Reserve’s first interest rate cut in September, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into 2025. With three quarters down, equity markets enjoyed another robust quarter, with gains pushing many indices to new heights. Fixed income has been thriving amid easing central bank policies in Canada, the US, and beyond. Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They delve into significant 2024 events: the Federal Reserve’s first interest rate cut in September, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into 2025.

]]> 1907 2Q24 In Review With The Multi-Asset Management Team With the first half of 2024 behind us, the equity market rally persisted, driven in part by the AI narrative. In Canada, equity markets remained relatively flat during the second quarter, while fixed income experienced a resurgence. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They discuss key events of 2024 so far, including the recent interest rate cut by the Bank of Canada, diverging monetary policies compared to the US, the impact of AI narratives on the markets, and what lies ahead for the second half of the year. Thu, 11 Jul 2024 13:24:00 -0000 2Q24 In Review With Multi-Asset Management Team full Scotia Global Asset Management With the first half of 2024 behind us, the equity market rally persisted, driven in part by the AI narrative. In Canada, equity markets remained relatively flat during the second quarter, while fixed income experienced a resurgence. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They discuss key events of 2024 so far, including the recent interest rate cut by the Bank of Canada, diverging monetary policies compared to the US, the impact of AI narratives on the markets, and what lies ahead for the second half of the year. With the first half of 2024 behind us, the equity market rally persisted, driven in part by the AI narrative. In Canada, equity markets remained relatively flat during the second quarter, while fixed income experienced a resurgence. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They discuss key events of 2024 so far, including the recent interest rate cut by the Bank of Canada, diverging monetary policies compared to the US, the impact of AI narratives on the markets, and what lies ahead for the second half of the year.

]]> 1564 Cash, GICs or Bonds? Help for those looking for answers A conversation with Vice President & Head of Research, 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 fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. Tue, 30 Apr 2024 20:47:22 -0000 full Scotia Global Asset Management A conversation with Vice President & Head of Research, 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 fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. A conversation with Vice President & Head of Research, 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 fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing.

]]> 844 1Q24 in review with the Multi-Asset Management Team In the first quarter of 2024, we witnessed a continuation of the equity market rally, while the fixed income story was more challenging. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They delve into the events of 2024 so far, including inflation trends in the US and Canada, global market dynamics, and provide insights on what lies ahead for the remainder of the year. Mon, 15 Apr 2024 17:30:00 -0000 full Scotia Global Asset Management In the first quarter of 2024, we witnessed a continuation of the equity market rally, while the fixed income story was more challenging. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They delve into the events of 2024 so far, including inflation trends in the US and Canada, global market dynamics, and provide insights on what lies ahead for the remainder of the year. In the first quarter of 2024, we witnessed a continuation of the equity market rally, while the fixed income story was more challenging. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They delve into the events of 2024 so far, including inflation trends in the US and Canada, global market dynamics, and provide insights on what lies ahead for the remainder of the year.

]]> 1089 4Q23 in review with the Multi-Asset Management team After up-and-down performance through the first three quarters of 2023, strong fourth quarter returns drove impressive market returns for 2023 in total. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key lessons of 4Q23, and their thoughts on what that means for the future. Wed, 24 Jan 2024 21:35:23 -0000 full Scotia Global Asset Management After up-and-down performance through the first three quarters of 2023, strong fourth quarter returns drove impressive market returns for 2023 in total. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key lessons of 4Q23, and their thoughts on what that means for the future. After up-and-down performance through the first three quarters of 2023, strong fourth quarter returns drove impressive market returns for 2023 in total. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key lessons of 4Q23, and their thoughts on what that means for the future.

]]> 1144 The Cash Trap 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 grow a portfolio remains intact. Uncertainty in the market has created opportunities in high-quality dividend stocks. Wed, 06 Dec 2023 18:23:43 -0000 The Cash Trap full Scotia Global Asset Management 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 grow a portfolio remains intact. Uncertainty in the market has created opportunities in high-quality dividend stocks. 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 grow a portfolio remains intact. Uncertainty in the market has created opportunities in high-quality dividend stocks.

]]> 1122 3Q23 in review with the Multi-Asset Management team After delivering solid performance in the first half of 2023, markets pulled back in the third quarter. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key takeaways of 3Q23, and their thoughts on where things will go from here. Wed, 18 Oct 2023 16:02:59 -0000 3Q23 in review with the Multi-Asset Management team full Scotia Global Asset Management After delivering solid performance in the first half of 2023, markets pulled back in the third quarter. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key takeaways of 3Q23, and their thoughts on where things will go from here. After delivering solid performance in the first half of 2023, markets pulled back in the third quarter. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key takeaways of 3Q23, and their thoughts on where things will go from here.

]]> 903 2Q23 in review with the Multi-Asset Management team Thu, 13 Jul 2023 21:41:58 -0000 full Scotia Global Asset Management 947 1Q23 in review with the Multi-Asset Management team Markets delivered positive performance in the first quarter of 2023, yet significant investor concerns continue. On our latest podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi Asset management team. They discuss the highlights of 1Q23, and their views on how best to manage the current market environment.  Fri, 14 Apr 2023 17:44:04 -0000 1Q23 in review with the Multi-Asset Management team full Scotia Global Asset Management Markets delivered positive performance in the first quarter of 2023, yet significant investor concerns continue. On our latest podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi Asset management team. They discuss the highlights of 1Q23, and their views on how best to manage the current market environment.  Markets delivered positive performance in the first quarter of 2023, yet significant investor concerns continue. On our latest podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi Asset management team. They discuss the highlights of 1Q23, and their views on how best to manage the current market environment. 

]]> 1248 Volatility in context Volatility has flared up due to the regional banking issues in the U.S. and the uncertainty unfolding in the European Banking sector. Listen to our latest podcast featuring Greg Sweet (Scotia Securities Director) and Jason Gibbs (1832 Vice President & Senior Portfolio Manager) as they discuss the state of the markets and some recent questions from long-term investors. Fri, 24 Mar 2023 14:27:32 -0000 Volatility in context full Scotia Global Asset Management Volatility has flared up due to the regional banking issues in the U.S. and the uncertainty unfolding in the European Banking sector. Listen to our latest podcast featuring Greg Sweet (Scotia Securities Director) and Jason Gibbs (1832 Vice President & Senior Portfolio Manager) as they discuss the state of the markets and some recent questions from long-term investors. Volatility has flared up due to the regional banking issues in the U.S. and the uncertainty unfolding in the European Banking sector. Listen to our latest podcast featuring Greg Sweet (Scotia Securities Director) and Jason Gibbs (1832 Vice President & Senior Portfolio Manager) as they discuss the state of the markets and some recent questions from long-term investors.

]]> 1106 Finding Perspective After 2022 After an eventful year, it seems like a natural time to reflect on 2022, as well as look forward to the new year ahead. In this episode Greg Sweet, Director of National Sales, Craig Maddock, Senior Portfolio Manager and Wesley Blight, Portfolio Manager discuss: -         2022 performance of stocks and bonds -         Inflation -         Rising interest rates -         Energy price volatility -         Supply chain disruption -         How our portfolio managers dealt with these challenges -         Where these events leave us at the beginning of 2023, and what we should expect going forward Wed, 11 Jan 2023 18:19:09 -0000 Finding Perspective After 2022 full Scotia Global Asset Management After an eventful year, it seems like a natural time to reflect on 2022, as well as look forward to the new year ahead. In this episode Greg Sweet, Director of National Sales, Craig Maddock, Senior Portfolio Manager and Wesley Blight, Portfolio Manager discuss: -         2022 performance of stocks and bonds -         Inflation -         Rising interest rates -         Energy price volatility -         Supply chain disruption -         How our portfolio managers dealt with these challenges -         Where these events leave us at the beginning of 2023, and what we should expect going forward After an eventful year, it seems like a natural time to reflect on 2022, as well as look forward to the new year ahead. In this episode Greg Sweet, Director of National Sales, Craig Maddock, Senior Portfolio Manager and Wesley Blight, Portfolio Manager discuss:

-         2022 performance of stocks and bonds

-         Inflation

-         Rising interest rates

-         Energy price volatility

-         Supply chain disruption

-         How our portfolio managers dealt with these challenges

-         Where these events leave us at the beginning of 2023, and what we should expect going forward

]]> 1513 Keeping Steady During Volatility Seeing a portfolio go down in value instead of up can really unnerve investors. It can sometimes cause them to deviate from their plan and make decisions that might not serve their interests over the longer-term. Our latest podcast addresses this issue, as our Multi-Asset Management team’s Portfolio Managers discuss how they view investing in this environment, balancing risk and opportunity by maintaining a disciplined process focused on long-term results. Fri, 23 Sep 2022 18:55:11 -0000 Keeping Steady During Volatility full Scotia Global Asset Management Seeing a portfolio go down in value instead of up can really unnerve investors. It can sometimes cause them to deviate from their plan and make decisions that might not serve their interests over the longer-term. Our latest podcast addresses this issue, as our Multi-Asset Management team’s Portfolio Managers discuss how they view investing in this environment, balancing risk and opportunity by maintaining a disciplined process focused on long-term results. Seeing a portfolio go down in value instead of up can really unnerve investors. It can sometimes cause them to deviate from their plan and make decisions that might not serve their interests over the longer-term. Our latest podcast addresses this issue, as our Multi-Asset Management team’s Portfolio Managers discuss how they view investing in this environment, balancing risk and opportunity by maintaining a disciplined process focused on long-term results.

]]> 663 Emotional Investing Jason Gibbs, Vice President & Senior Portfolio Manager, discusses how emotions can make or break your investment success. Fri, 13 May 2022 13:25:35 -0000 Emotional Investing full Scotia Global Asset Management Jason Gibbs, Vice President & Senior Portfolio Manager, discusses how emotions can make or break your investment success. Jason Gibbs, Vice President & Senior Portfolio Manager, discusses how emotions can make or break your investment success.

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