On the Money with Dynamic https://dynamic.ca/en.html en © 2025 Dynamic On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth. https://megaphone.imgix.net/podcasts/d50b877c-fe94-11ea-b5c8-9ba481f9885f/image/3c6b3c06e08ac962486b05c98e765894.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress On the Money with Dynamic https://dynamic.ca/en.html no episodic Dynamic On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth. On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth.

]]> Dynamic marketing@dynamic.ca Estate planning that survives real life Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize. Thu, 07 May 2026 14:27:00 -0000 full Dynamic Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize. Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize.

]]> 1467 no Digital Assets: A different type of diversification Should we treat digital assets as form of alternative investing? Should it be considered a strategic building block? Or is it all speculation? Pascal St-Jean joins Michael Hainsworth on the podcast to discuss the relevance of digital assets and the role it can play in a modern investment portfolio.  Thu, 23 Apr 2026 17:26:00 -0000 full Dynamic Should we treat digital assets as form of alternative investing? Should it be considered a strategic building block? Or is it all speculation? Pascal St-Jean joins Michael Hainsworth on the podcast to discuss the relevance of digital assets and the role it can play in a modern investment portfolio.  Should we treat digital assets as form of alternative investing? Should it be considered a strategic building block? Or is it all speculation? Pascal St-Jean joins Michael Hainsworth on the podcast to discuss the relevance of digital assets and the role it can play in a modern investment portfolio. 

]]> 1612 no How gambling culture infiltrated investing With technology removing investing barriers and providing more access to information than ever before, some investors are behaving more like bettors than investors, chasing price moves rather than underlying value. Jason Gibbs joins Michael Hainsworth on the podcast to discuss what disciplined investors should really focus on. Thu, 09 Apr 2026 17:21:00 -0000 full Dynamic With technology removing investing barriers and providing more access to information than ever before, some investors are behaving more like bettors than investors, chasing price moves rather than underlying value. Jason Gibbs joins Michael Hainsworth on the podcast to discuss what disciplined investors should really focus on. With technology removing investing barriers and providing more access to information than ever before, some investors are behaving more like bettors than investors, chasing price moves rather than underlying value. Jason Gibbs joins Michael Hainsworth on the podcast to discuss what disciplined investors should really focus on.

]]> 1581 no Fixed Income Isn’t Fixed: Navigating rates, credit and liquidity Market volatility has risen, commodities are driving inflation expectations and fixed income is adjusting in real time. Roger Rouleau joins Michael Hainsworth on the podcast to discuss the current state of fixed income and the new playbook to successfully manage the asset class going forward. Thu, 26 Mar 2026 16:21:00 -0000 full Dynamic Market volatility has risen, commodities are driving inflation expectations and fixed income is adjusting in real time. Roger Rouleau joins Michael Hainsworth on the podcast to discuss the current state of fixed income and the new playbook to successfully manage the asset class going forward. Market volatility has risen, commodities are driving inflation expectations and fixed income is adjusting in real time. Roger Rouleau joins Michael Hainsworth on the podcast to discuss the current state of fixed income and the new playbook to successfully manage the asset class going forward.


]]> 1563 no Why stocks and bonds aren’t enough As companies stay private longer and entire industries grow outside of stock exchanges, public markets are a shrinking slice of the global investment opportunity set. Byron Monaghan joins Michael Hainsworth to discuss why private assets are becoming an increasingly important way to access growth, income and diversification. Thu, 12 Mar 2026 17:37:00 -0000 full Dynamic As companies stay private longer and entire industries grow outside of stock exchanges, public markets are a shrinking slice of the global investment opportunity set. Byron Monaghan joins Michael Hainsworth to discuss why private assets are becoming an increasingly important way to access growth, income and diversification. As companies stay private longer and entire industries grow outside of stock exchanges, public markets are a shrinking slice of the global investment opportunity set. Byron Monaghan joins Michael Hainsworth to discuss why private assets are becoming an increasingly important way to access growth, income and diversification.

]]> 1526 no Re-envisioning Retirement Income Retirement risk is no longer just about saving enough. It’s about income sustainability in a world where people are living longer and costs keep rising. Daryl Diamond and Craig Maddock join the podcast to discuss portfolio longevity and income sustainability even during times of increased market volatility. Thu, 26 Feb 2026 17:10:00 -0000 full Dynamic Retirement risk is no longer just about saving enough. It’s about income sustainability in a world where people are living longer and costs keep rising. Daryl Diamond and Craig Maddock join the podcast to discuss portfolio longevity and income sustainability even during times of increased market volatility. Retirement risk is no longer just about saving enough. It’s about income sustainability in a world where people are living longer and costs keep rising. Daryl Diamond and Craig Maddock join the podcast to discuss portfolio longevity and income sustainability even during times of increased market volatility.

]]> 1510 no Venezuela won’t crash oil Energy geopolitics is back on front page news, and oil supply is being called into question. Portfolio Manager Jennifer Stevenson joins host Michael Hainsworth to discuss the current state of the energy sector and potential opportunities. Thu, 12 Feb 2026 14:39:00 -0000 full Dynamic Energy geopolitics is back on front page news, and oil supply is being called into question. Portfolio Manager Jennifer Stevenson joins host Michael Hainsworth to discuss the current state of the energy sector and potential opportunities. Energy geopolitics is back on front page news, and oil supply is being called into question. Portfolio Manager Jennifer Stevenson joins host Michael Hainsworth to discuss the current state of the energy sector and potential opportunities.

]]> 1263 no Canadian Banks in The Age of Uncertainty Canadian banks may no longer be about stock price growth, but they offer durability, discipline and dividends through times of uncertainty. Portfolio Manager Nick Stogdill joins host Michael Hainsworth to discuss opportunities in the Canadian banking sector. Thu, 29 Jan 2026 19:27:00 -0000 full Dynamic Canadian banks may no longer be about stock price growth, but they offer durability, discipline and dividends through times of uncertainty. Portfolio Manager Nick Stogdill joins host Michael Hainsworth to discuss opportunities in the Canadian banking sector. Canadian banks may no longer be about stock price growth, but they offer durability, discipline and dividends through times of uncertainty. Portfolio Manager Nick Stogdill joins host Michael Hainsworth to discuss opportunities in the Canadian banking sector.

]]> 1471 no Opportunities in the current environment Separating belief in A.I. from market exuberance Markets have priced-in a future where A.I. transforms productivity and profits. Senior Portfolio Manager Tom Dicker joins the podcast to discuss opportunities in the current market environment and how to protect capital. Thu, 15 Jan 2026 18:28:00 -0000 full Dynamic Markets have priced-in a future where A.I. transforms productivity and profits. Senior Portfolio Manager Tom Dicker joins the podcast to discuss opportunities in the current market environment and how to protect capital. Markets have priced-in a future where A.I. transforms productivity and profits. Senior Portfolio Manager Tom Dicker joins the podcast to discuss opportunities in the current market environment and how to protect capital.

]]> 1302 no The Case for Canada: Structural Strength and Long-Term Opportunities While U.S. equities hog the limelight, Portfolio Managers Don Simpson and Eric Mencke join Host Michael Hainsworth to discuss why Canada still makes sense in a long-term investment portfolio. Thu, 18 Dec 2025 18:15:00 -0000 full Dynamic While U.S. equities hog the limelight, Portfolio Managers Don Simpson and Eric Mencke join Host Michael Hainsworth to discuss why Canada still makes sense in a long-term investment portfolio. While U.S. equities hog the limelight, Portfolio Managers Don Simpson and Eric Mencke join Host Michael Hainsworth to discuss why Canada still makes sense in a long-term investment portfolio.

]]> 1866 no Winners, Losers and the Year Ahead With 2025 coming to an end and the new year just around the corner, Chief Investment Strategist Myles Zyblock joins Host Michael Hainsworth to unpack the winners and losers of 2025, and what 2026 has in store. Thu, 04 Dec 2025 19:34:00 -0000 full Dynamic With 2025 coming to an end and the new year just around the corner, Chief Investment Strategist Myles Zyblock joins Host Michael Hainsworth to unpack the winners and losers of 2025, and what 2026 has in store. With 2025 coming to an end and the new year just around the corner, Chief Investment Strategist Myles Zyblock joins Host Michael Hainsworth to unpack the winners and losers of 2025, and what 2026 has in store.

]]> 1521 no Preserving Purchasing Power in Retirement While recent inflationary pressures have eased, the need to preserve purchasing power in retirement has not. In this episode, Host Michael Hainsworth is joined by Chief Retirement Income Specialist Daryl Diamond to discuss inflation resilient retirement income. Wed, 03 Dec 2025 14:27:00 -0000 full Dynamic While recent inflationary pressures have eased, the need to preserve purchasing power in retirement has not. In this episode, Host Michael Hainsworth is joined by Chief Retirement Income Specialist Daryl Diamond to discuss inflation resilient retirement income. While recent inflationary pressures have eased, the need to preserve purchasing power in retirement has not. In this episode, Host Michael Hainsworth is joined by Chief Retirement Income Specialist Daryl Diamond to discuss inflation resilient retirement income.

]]> 1435 no There’s More to International Investing Than Diversification With U.S. equities becoming increasingly concentrated in mega cap names, there is an opportunity abroad. However, it’s not just about diversifying one’s portfolio—join Host Michael Hainsworth and Portfolio Manager Peter Rozenberg as they discuss the opportunity and risks of international investing.  Thu, 06 Nov 2025 18:19:00 -0000 full Dynamic With U.S. equities becoming increasingly concentrated in mega cap names, there is an opportunity abroad. However, it’s not just about diversifying one’s portfolio—join Host Michael Hainsworth and Portfolio Manager Peter Rozenberg as they discuss the opportunity and risks of international investing.  With U.S. equities becoming increasingly concentrated in mega cap names, there is an opportunity abroad. However, it’s not just about diversifying one’s portfolio—join Host Michael Hainsworth and Portfolio Manager Peter Rozenberg as they discuss the opportunity and risks of international investing. 

]]> 1305 no Bonds Are Chic Again With the low interest rate and yield environment—40 years in the making—likely behind us, bond markets and investment considerations have shifted. Join host Michael Hainsworth and Senior Portfolio Manager Romas Budd as they unpack the evolving fixed income market and the need to recalibrate your approach to bond investing. Thu, 23 Oct 2025 16:39:00 -0000 full Dynamic With the low interest rate and yield environment—40 years in the making—likely behind us, bond markets and investment considerations have shifted. Join host Michael Hainsworth and Senior Portfolio Manager Romas Budd as they unpack the evolving fixed income market and the need to recalibrate your approach to bond investing. With the low interest rate and yield environment—40 years in the making—likely behind us, bond markets and investment considerations have shifted. Join host Michael Hainsworth and Senior Portfolio Manager Romas Budd as they unpack the evolving fixed income market and the need to recalibrate your approach to bond investing.

]]> 1368 no Gold that Glitters With stubborn inflation, growing deficits and ongoing uncertainty, gold is at new all-time highs, begging the question if gold is a relic or an insurance policy. In this episode, Michael Hainsworth, Robert Cohen and Emily Griffiths unpack the often-misunderstood world of gold and the companies that pull it out of the ground. Thu, 25 Sep 2025 16:58:00 -0000 full Dynamic With stubborn inflation, growing deficits and ongoing uncertainty, gold is at new all-time highs, begging the question if gold is a relic or an insurance policy. In this episode, Michael Hainsworth, Robert Cohen and Emily Griffiths unpack the often-misunderstood world of gold and the companies that pull it out of the ground. With stubborn inflation, growing deficits and ongoing uncertainty, gold is at new all-time highs, begging the question if gold is a relic or an insurance policy. In this episode, Michael Hainsworth, Robert Cohen and Emily Griffiths unpack the often-misunderstood world of gold and the companies that pull it out of the ground.

]]> 1533 The Hidden Risk in Your Portfolio Canada launched the world’s first ETF over 30 years ago, sparking a debate that still rages today: active vs. passive investing. With heavyweight A.I. and tech-related stocks making up a large chunk of the market, indexes might not be as diverse as before. In this episode, Michael Hainsworth, Alan Green and Clare Gray unpack the state of passive ETFs in the current market environment and discuss the hidden risks in indexing and how an active approach can help. Thu, 11 Sep 2025 13:01:00 -0000 full Dynamic Canada launched the world’s first ETF over 30 years ago, sparking a debate that still rages today: active vs. passive investing. With heavyweight A.I. and tech-related stocks making up a large chunk of the market, indexes might not be as diverse as before. In this episode, Michael Hainsworth, Alan Green and Clare Gray unpack the state of passive ETFs in the current market environment and discuss the hidden risks in indexing and how an active approach can help. Canada launched the world’s first ETF over 30 years ago, sparking a debate that still rages today: active vs. passive investing. With heavyweight A.I. and tech-related stocks making up a large chunk of the market, indexes might not be as diverse as before. In this episode, Michael Hainsworth, Alan Green and Clare Gray unpack the state of passive ETFs in the current market environment and discuss the hidden risks in indexing and how an active approach can help.

]]> 1303 no The U.S. is Riskier Than You Think What happens to the markets if artificial intelligence doesn’t live up to the hype? Host Michael Hainsworth explores the potential fallout with Portfolio Manager Ryan Nicholl, warns that while capital spending is booming, returns are still lagging. Plus, Michael shares a compelling lesson on compound interest—why starting early can quietly build a powerful financial future. Thu, 28 Aug 2025 13:41:00 -0000 full Dynamic What happens to the markets if artificial intelligence doesn’t live up to the hype? Host Michael Hainsworth explores the potential fallout with Portfolio Manager Ryan Nicholl, warns that while capital spending is booming, returns are still lagging. Plus, Michael shares a compelling lesson on compound interest—why starting early can quietly build a powerful financial future. What happens to the markets if artificial intelligence doesn’t live up to the hype? Host Michael Hainsworth explores the potential fallout with Portfolio Manager Ryan Nicholl, warns that while capital spending is booming, returns are still lagging. Plus, Michael shares a compelling lesson on compound interest—why starting early can quietly build a powerful financial future.

]]> 1365 no Don’t use the “S" word Is stagflation the new recession? Join Michael Hainsworth as he explores if there is a rising threat of a stagnant economy paired with persistent inflation — a double punch to investor portfolios. Featuring Myles Zyblock, Chief Investment Strategist at Dynamic, this episode dives into how market sentiment shapes strategy and how investors are navigating an environment where traditional playbooks may no longer apply. Thu, 14 Aug 2025 18:29:00 -0000 full Dynamic Is stagflation the new recession? Join Michael Hainsworth as he explores if there is a rising threat of a stagnant economy paired with persistent inflation — a double punch to investor portfolios. Featuring Myles Zyblock, Chief Investment Strategist at Dynamic, this episode dives into how market sentiment shapes strategy and how investors are navigating an environment where traditional playbooks may no longer apply. Is stagflation the new recession? Join Michael Hainsworth as he explores if there is a rising threat of a stagnant economy paired with persistent inflation — a double punch to investor portfolios. Featuring Myles Zyblock, Chief Investment Strategist at Dynamic, this episode dives into how market sentiment shapes strategy and how investors are navigating an environment where traditional playbooks may no longer apply.


]]> 1582 no Key ETF Trends on the Rise Vice President and Head of ETFs, Alan Green is joined by Executive Director, The Canadian ETF Association, Eli Yufest and Head of Dynamic Funds, Mark Brisley, to discuss the recent industry ETF Exchange Conferences and the key emerging themes.  They discuss the evolving landscape of ETFs, including the growing momentum of actively managed ETFs and the shifting focus from passive to active strategies. With the ETF industry surpassing $10 trillion in assets, these industry leaders provide insights on the future of ETFs and the opportunities ahead! Fri, 23 May 2025 14:47:00 -0000 full Dynamic Vice President and Head of ETFs, Alan Green is joined by Executive Director, The Canadian ETF Association, Eli Yufest and Head of Dynamic Funds, Mark Brisley, to discuss the recent industry ETF Exchange Conferences and the key emerging themes.  They discuss the evolving landscape of ETFs, including the growing momentum of actively managed ETFs and the shifting focus from passive to active strategies. With the ETF industry surpassing $10 trillion in assets, these industry leaders provide insights on the future of ETFs and the opportunities ahead!

Vice President and Head of ETFs, Alan Green is joined by Executive Director, The Canadian ETF Association, Eli Yufest and Head of Dynamic Funds, Mark Brisley, to discuss the recent industry ETF Exchange Conferences and the key emerging themes.  They discuss the evolving landscape of ETFs, including the growing momentum of actively managed ETFs and the shifting focus from passive to active strategies. With the ETF industry surpassing $10 trillion in assets, these industry leaders provide insights on the future of ETFs and the opportunities ahead!


]]> 1222 no Bonds are Back Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President & Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose Devli  to unpack the uncertainty looming over consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions. Thu, 20 Mar 2025 04:00:00 -0000 full Dynamic Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President & Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose Devli  to unpack the uncertainty looming over consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions. Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President

& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose

Devli  to unpack the uncertainty looming over consumer spending, corporate

capital expenditures, and the potential for a slowdown or recession. They

examine how these factors intertwine with tariffs and the implications as bond

yields rallying and risk assets selling off, they provide insights and

strategies to help you navigate this complex landscape of fluctuating policies

and geopolitical tensions.

]]> 889 Energy: Separating the Fundamentals from the Politics Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs. Mon, 24 Feb 2025 15:00:00 -0000 full Dynamic Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs. Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.

]]> 803 Gold, Uranium, and the Impact of Tariffs Vice President & Portfolio Manager, Robert Cohen shares his perspective on the remarkable strength of gold amid global economic challenges, including poor monetary and fiscal policies and soaring debt levels. He discusses the current tariff landscape and its anticipated resolution, as well as how ongoing inflationary policies in Canada and the U.S. bolster the case for gold investment. Thu, 20 Feb 2025 16:27:08 -0000 full Dynamic Vice President & Portfolio Manager, Robert Cohen shares his perspective on the remarkable strength of gold amid global economic challenges, including poor monetary and fiscal policies and soaring debt levels. He discusses the current tariff landscape and its anticipated resolution, as well as how ongoing inflationary policies in Canada and the U.S. bolster the case for gold investment. Vice President & Portfolio Manager, Robert Cohen shares his perspective on the remarkable strength of gold amid global economic challenges, including poor monetary and fiscal policies and soaring debt levels. He discusses the current tariff landscape and its anticipated resolution, as well as how ongoing inflationary policies in Canada and the U.S. bolster the case for gold investment.

]]> 807 Tariffs, Trade and Canadian Banks Portfolio Manager, Nick Stogdill delves into the resilient performance of the financial sector over the past few years, and the how he see’s banks navigating a period of potential tariff and trade risk, as well as other segments of the sector indirectly affected.   Wed, 19 Feb 2025 21:56:53 -0000 full Dynamic Portfolio Manager, Nick Stogdill delves into the resilient performance of the financial sector over the past few years, and the how he see’s banks navigating a period of potential tariff and trade risk, as well as other segments of the sector indirectly affected.   Portfolio Manager, Nick Stogdill delves into the resilient performance of the financial sector over the past few years, and the how he see’s banks navigating a period of potential tariff and trade risk, as well as other segments of the sector indirectly affected.  

]]> 699 Inflation, Recession, and Credit Valuations Vice President & Senior Portfolio Manager Tom Dicker and Vice President & Portfolio Manager Jeremy Lucas unpack the current North American credit markets, tackling pressing questions about inflation and recession. They discuss how strong corporate fundamentals and tight credit valuations are shaping investment opportunities. Mon, 10 Feb 2025 19:34:20 -0000 full Dynamic Vice President & Senior Portfolio Manager Tom Dicker and Vice President & Portfolio Manager Jeremy Lucas unpack the current North American credit markets, tackling pressing questions about inflation and recession. They discuss how strong corporate fundamentals and tight credit valuations are shaping investment opportunities. Vice President & Senior Portfolio Manager Tom Dicker and Vice President & Portfolio Manager Jeremy Lucas unpack the current North American credit markets, tackling pressing questions about inflation and recession. They discuss how strong corporate fundamentals and tight credit valuations are shaping investment opportunities.

]]> 1174 Equity Income Landscape in 2025 Vice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a tech-driven bull market. They highlight unique opportunities in undervalued defensive sectors like healthcare and consumer staples.  Fri, 07 Feb 2025 00:10:00 -0000 full Dynamic Vice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a tech-driven bull market. They highlight unique opportunities in undervalued defensive sectors like healthcare and consumer staples.  Vice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a tech-driven bull market. They highlight unique opportunities in undervalued defensive sectors like healthcare and consumer staples. 

]]> 1252 The 2024 ETF Boom: Reflections and Predictions for 2025 Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs, Alan Green dive into why ETF markets in both Canada and the U.S. surged to new heights with record inflows in 2024, and also speculate on potential trends for 2025. They discuss the investment landscape that set up 2024’s unprecedented boom and dig into the current environment in an attempt to determine what that means for the year ahead in the ETF industry, and what opportunities that may present for investors. Wed, 05 Feb 2025 18:49:00 -0000 full Dynamic Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs, Alan Green dive into why ETF markets in both Canada and the U.S. surged to new heights with record inflows in 2024, and also speculate on potential trends for 2025. They discuss the investment landscape that set up 2024’s unprecedented boom and dig into the current environment in an attempt to determine what that means for the year ahead in the ETF industry, and what opportunities that may present for investors. Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs, Alan Green dive into why ETF markets in both Canada and the U.S. surged to new heights with record inflows in 2024, and also speculate on potential trends for 2025. They discuss the investment landscape that set up 2024’s unprecedented boom and dig into the current environment in an attempt to determine what that means for the year ahead in the ETF industry, and what opportunities that may present for investors.

]]> 1332 The Year Ahead 2025 Myles Zyblock, Chief Investment Strategist explores the implications of the Trump 2.0 administration in the year ahead. Amid cautious optimism around pro-growth policies, lower interest rates, potential deregulation in the U.S., and uncertainties around trade policies, Myles reviews the economic growth trends of 2024 and forecasts for 2025. He highlights the promise of positive growth and receding inflation while acknowledging the potential volatility tied to upcoming tariff announcements. Mon, 27 Jan 2025 15:49:12 -0000 full Dynamic Myles Zyblock, Chief Investment Strategist explores the implications of the Trump 2.0 administration in the year ahead. Amid cautious optimism around pro-growth policies, lower interest rates, potential deregulation in the U.S., and uncertainties around trade policies, Myles reviews the economic growth trends of 2024 and forecasts for 2025. He highlights the promise of positive growth and receding inflation while acknowledging the potential volatility tied to upcoming tariff announcements. Myles Zyblock, Chief Investment Strategist explores the implications of the Trump 2.0 administration in the year ahead. Amid cautious optimism around pro-growth policies, lower interest rates, potential deregulation in the U.S., and uncertainties around trade policies, Myles reviews the economic growth trends of 2024 and forecasts for 2025. He highlights the promise of positive growth and receding inflation while acknowledging the potential volatility tied to upcoming tariff announcements.

]]> 1024 ETFs Unstoppable Trajectory Vice President and Head of ETFs, Alan Green and Vice President of ETF Distribution, Peter Tomiuk are joined by Chris Pitts, Partner, Asset & Wealth Management at PwC to discuss the momentum in Canadian and Global ETF flows. Chris present’s findings from PwC's recent decade-long ETF survey publication, focusing on key trends such as the innovations in thematic offerings, how the influence of technological advancements are enhancing investor engagement, and also provides predictions of continued robust growth for ETFs in Canada.  Thu, 12 Dec 2024 17:08:02 -0000 full 6 2 Dynamic Vice President and Head of ETFs, Alan Green and Vice President of ETF Distribution, Peter Tomiuk are joined by Chris Pitts, Partner, Asset & Wealth Management at PwC to discuss the momentum in Canadian and Global ETF flows. Chris present’s findings from PwC's recent decade-long ETF survey publication, focusing on key trends such as the innovations in thematic offerings, how the influence of technological advancements are enhancing investor engagement, and also provides predictions of continued robust growth for ETFs in Canada.  Vice President and Head of ETFs, Alan Green and Vice President of ETF Distribution, Peter Tomiuk are joined by Chris Pitts, Partner, Asset & Wealth Management at PwC to discuss the momentum in Canadian and Global ETF flows. Chris present’s findings from PwC's recent decade-long ETF survey publication, focusing on key trends such as the innovations in thematic offerings, how the influence of technological advancements are enhancing investor engagement, and also provides predictions of continued robust growth for ETFs in Canada. 

]]> 1127 Deciphering the Options-Based ETF Landscape Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through the various covered options ETF strategies available. Beginning with the basics in understanding covered call writing and cash-secured put writing they highlight the key differences and benefits between the strategies to help investors select the best “option” for their portfolio. Wed, 20 Nov 2024 08:00:30 -0000 full Dynamic Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through the various covered options ETF strategies available. Beginning with the basics in understanding covered call writing and cash-secured put writing they highlight the key differences and benefits between the strategies to help investors select the best “option” for their portfolio. Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through the various covered options ETF strategies available. Beginning with the basics in understanding covered call writing and cash-secured put writing they highlight the key differences and benefits between the strategies to help investors select the best “option” for their portfolio.

]]> 2091 Ripple Effects of the U.S. Election on Canada’s Economy In this episode, Mark Brisley, Managing Director & Head of Dynamic Funds and Jean-François Perrault, Senior Vice-President & Chief Economist at Scotiabank, explore the effects of the U.S. election outcome on the Canadian economy amid the recent stock market rally and the implications for Canadian investors in light of the shifting U.S. policies to come. As investors anticipate tax cuts and deregulation to drive growth, we discuss how a second Trump administration might impact Canada, particularly regarding trade, immigration, and energy. Mon, 18 Nov 2024 18:13:00 -0000 full 6 1 Dynamic In this episode, Mark Brisley, Managing Director & Head of Dynamic Funds and Jean-François Perrault, Senior Vice-President & Chief Economist at Scotiabank, explore the effects of the U.S. election outcome on the Canadian economy amid the recent stock market rally and the implications for Canadian investors in light of the shifting U.S. policies to come. As investors anticipate tax cuts and deregulation to drive growth, we discuss how a second Trump administration might impact Canada, particularly regarding trade, immigration, and energy. In this episode, Mark Brisley, Managing Director & Head of Dynamic Funds and Jean-François Perrault, Senior Vice-President & Chief Economist at Scotiabank, explore the effects of the U.S. election outcome on the Canadian economy amid the recent stock market rally and the implications for Canadian investors in light of the shifting U.S. policies to come. As investors anticipate tax cuts and deregulation to drive growth, we discuss how a second Trump administration might impact Canada, particularly regarding trade, immigration, and energy.

]]> 1420 Longevity and Retirement Readiness Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Rebekah Young, Vice President, Head of Inclusion and Resilience Economics to discuss the challenges facing Canadians as they underestimate life expectancy and unplanned health-related costs looming in their senior years. Daryl and Rebekah emphasize the importance of proactive discussions considering financial security and health-related issues for a more informed approach when planning their retirement. Tue, 22 Oct 2024 20:46:21 -0000 full Dynamic Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Rebekah Young, Vice President, Head of Inclusion and Resilience Economics to discuss the challenges facing Canadians as they underestimate life expectancy and unplanned health-related costs looming in their senior years. Daryl and Rebekah emphasize the importance of proactive discussions considering financial security and health-related issues for a more informed approach when planning their retirement. Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Rebekah Young, Vice President, Head of Inclusion and Resilience Economics to discuss the challenges facing Canadians as they underestimate life expectancy and unplanned health-related costs looming in their senior years. Daryl and Rebekah emphasize the importance of proactive discussions considering financial security and health-related issues for a more informed approach when planning their retirement.

]]> 1325 Des placements à revenu fixe fiscalement avantageux Dans cet épisode, Éric Hallé, Vice-président régional, est du Canada, reçoit Roger Rouleau, vice-président et gestionnaire de portefeuille, pour examiner les avantages d’investir dans les obligations à escompte. Cet épisode a pour objectif d’aider les détenteurs de titres à revenu fixe à comprendre les importants changements survenus sur le marché obligataire et à trouver des stratégies pour conserver une plus grande part de leurs revenus. M. Rouleau explique les occasions qui s’offrent aux porteurs d’obligations et la manière dont la gestion active d’obligations à escompte peut être fiscalement avantageuse pour les investisseurs canadiens. Thu, 17 Oct 2024 16:23:47 -0000 full 5 29 Dynamic Dans cet épisode, Éric Hallé, Vice-président régional, est du Canada, reçoit Roger Rouleau, vice-président et gestionnaire de portefeuille, pour examiner les avantages d’investir dans les obligations à escompte. Cet épisode a pour objectif d’aider les détenteurs de titres à revenu fixe à comprendre les importants changements survenus sur le marché obligataire et à trouver des stratégies pour conserver une plus grande part de leurs revenus. M. Rouleau explique les occasions qui s’offrent aux porteurs d’obligations et la manière dont la gestion active d’obligations à escompte peut être fiscalement avantageuse pour les investisseurs canadiens. Dans cet épisode, Éric Hallé, Vice-président régional, est du Canada, reçoit Roger Rouleau, vice-président et gestionnaire de portefeuille, pour examiner les avantages d’investir dans les obligations à escompte. Cet épisode a pour objectif d’aider les détenteurs de titres à revenu fixe à comprendre les importants changements survenus sur le marché obligataire et à trouver des stratégies pour conserver une plus grande part de leurs revenus. M. Rouleau explique les occasions qui s’offrent aux porteurs d’obligations et la manière dont la gestion active d’obligations à escompte peut être fiscalement avantageuse pour les investisseurs canadiens.

]]> 825 Tax-Savvy Investing in Fixed Income Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the opportunities for bond investors and how actively managed discounted bonds can offer potential tax benefits for Canadian investors. Mon, 07 Oct 2024 18:22:54 -0000 full Dynamic Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the opportunities for bond investors and how actively managed discounted bonds can offer potential tax benefits for Canadian investors. Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the opportunities for bond investors and how actively managed discounted bonds can offer potential tax benefits for Canadian investors.

]]> 852 Central Bank Rate Cuts and Implications for Investors Vice President & Senior Portfolio Manager Romas Budd sits down with Vice President & Senior Portfolio Manager Derek Amery to discuss the recent move by the US Federal Reserve to cut interest rates by half a percentage point, kicking off what could be a steady period of easing in the US. Thu, 26 Sep 2024 14:55:06 -0000 full 5 27 Dynamic Vice President & Senior Portfolio Manager Romas Budd sits down with Vice President & Senior Portfolio Manager Derek Amery to discuss the recent move by the US Federal Reserve to cut interest rates by half a percentage point, kicking off what could be a steady period of easing in the US. Vice President & Senior Portfolio Manager Romas Budd sits down with Vice President & Senior Portfolio Manager Derek Amery to discuss the recent move by the US Federal Reserve to cut interest rates by half a percentage point, kicking off what could be a steady period of easing in the US.

]]> 942 Passive Bond Funds are Oxymorons Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money management, to discuss the findings of a new groundbreaking study that challenges conventional wisdom about bond investing. Professor Cremers highlights the challenges encountered by asset managers in passive index creation & replication, which has often led to significant negative deviations from their benchmarks & many active competitors. He also illustrates the material concerns related to "passive" bond management and sheds light on the concept of ‘positive performance persistence’, which helps explain how funds with high active share and historically proven capabilities are more likely to exhibit strong future performance. Tue, 10 Sep 2024 22:25:18 -0000 full 5 26 Dynamic Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money management, to discuss the findings of a new groundbreaking study that challenges conventional wisdom about bond investing. Professor Cremers highlights the challenges encountered by asset managers in passive index creation & replication, which has often led to significant negative deviations from their benchmarks & many active competitors. He also illustrates the material concerns related to "passive" bond management and sheds light on the concept of ‘positive performance persistence’, which helps explain how funds with high active share and historically proven capabilities are more likely to exhibit strong future performance. Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money management, to discuss the findings of a new groundbreaking study that challenges conventional wisdom about bond investing. Professor Cremers highlights the challenges encountered by asset managers in passive index creation & replication, which has often led to significant negative deviations from their benchmarks & many active competitors. He also illustrates the material concerns related to "passive" bond management and sheds light on the concept of ‘positive performance persistence’, which helps explain how funds with high active share and historically proven capabilities are more likely to exhibit strong future performance.

]]> 1288 ETF Market Update: Record Flows and Latest Innovations Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upcoming products, to the adoption and use of multi-asset, active and income-generating ETFs.  Wed, 04 Sep 2024 18:07:44 -0000 full 5 26 Dynamic Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upcoming products, to the adoption and use of multi-asset, active and income-generating ETFs.  Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upcoming products, to the adoption and use of multi-asset, active and income-generating ETFs. 

]]> 1060 Cybersecurity Essentials for Small Business David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth, Co-creator of the Savvy Cybersecurity Training Program, and Co-author of Hack-Proof Your Life Now! The New Cybersecurity Rules, to discuss how individuals and small businesses can stay safe online. Devin explains what cybersecurity is, what to be aware of, how to protect yourself, available resources, costs, what to do if you’re a victim and more.   Thu, 29 Aug 2024 13:00:00 -0000 full 5 25 Dynamic David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth, Co-creator of the Savvy Cybersecurity Training Program, and Co-author of Hack-Proof Your Life Now! The New Cybersecurity Rules, to discuss how individuals and small businesses can stay safe online. Devin explains what cybersecurity is, what to be aware of, how to protect yourself, available resources, costs, what to do if you’re a victim and more.   David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth, Co-creator of the Savvy Cybersecurity Training Program, and Co-author of Hack-Proof Your Life Now! The New Cybersecurity Rules, to discuss how individuals and small businesses can stay safe online. Devin explains what cybersecurity is, what to be aware of, how to protect yourself, available resources, costs, what to do if you’re a victim and more.  

]]> 1032 A Reliable Paycheque Amidst Falling Rates Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical challenges retirees face with bond income, volatility, and fluctuating rates. Marc-André explains how active fixed income management can outperform passive strategies, and why bonds may offer higher yields to support retirement income. Daryl digs into the trade-offs between the guarantees of GICs and the income potential of bonds over the long term. Thu, 15 Aug 2024 16:17:21 -0000 full Dynamic Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical challenges retirees face with bond income, volatility, and fluctuating rates. Marc-André explains how active fixed income management can outperform passive strategies, and why bonds may offer higher yields to support retirement income. Daryl digs into the trade-offs between the guarantees of GICs and the income potential of bonds over the long term. Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical challenges retirees face with bond income, volatility, and fluctuating rates. Marc-André explains how active fixed income management can outperform passive strategies, and why bonds may offer higher yields to support retirement income. Daryl digs into the trade-offs between the guarantees of GICs and the income potential of bonds over the long term.

]]> 1301 REITs: "Time to Start Planting Seeds" Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point for long-term investors. Wed, 24 Jul 2024 13:00:00 -0000 full 5 23 Dynamic Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point for long-term investors. Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point for long-term investors.

]]> 1823 Do you have a Trusted Contact Person? Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.  Wed, 17 Jul 2024 21:18:00 -0000 full 5 22 Dynamic Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.  Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise. 

]]> 1429 The Investor’s Guide to Global Currencies Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, this conversation can help you sort out where different currencies are and where they might be headed. Wed, 29 May 2024 13:00:00 -0000 full 5 20 Dynamic Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, this conversation can help you sort out where different currencies are and where they might be headed. Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, this conversation can help you sort out where different currencies are and where they might be headed.

]]> 1466 The role of ETF Market Makers Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your ETF investments. Mon, 27 May 2024 14:35:47 -0000 full 5 19 Dynamic Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your ETF investments. Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your ETF investments.

]]> 1442 The Federal Budget's Tax Impact: What Investors and Small Business Owners Need to Know Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains inclusion rate, changes for real estate owners and what taxpayers can do to preserve wealth.  Wed, 15 May 2024 14:00:00 -0000 full 5 18 Dynamic Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains inclusion rate, changes for real estate owners and what taxpayers can do to preserve wealth.  Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains inclusion rate, changes for real estate owners and what taxpayers can do to preserve wealth. 

]]> 1535 The Importance of the Stock Exchange in the ETF Ecosystem Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving ETF growth and solutions for Canadian investors. Mon, 29 Apr 2024 14:00:00 -0000 full 5 17 Dynamic Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving ETF growth and solutions for Canadian investors. Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving ETF growth and solutions for Canadian investors.

]]> 1396 The Playbook for Generating Sustainable Yield Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equities, while Daryl emphasizes critical tax-efficient income strategies and key criteria for selecting fund managers. Mon, 22 Apr 2024 20:12:01 -0000 full Dynamic Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equities, while Daryl emphasizes critical tax-efficient income strategies and key criteria for selecting fund managers. Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equities, while Daryl emphasizes critical tax-efficient income strategies and key criteria for selecting fund managers.

]]> 1006 Opportunities in Global Equities 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. Tue, 02 Apr 2024 04:59:28 -0000 full 5 15 Dynamic 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. 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.

]]> 1945 Cash, GICs or Bonds? Help for those looking for answers 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 fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing.  Thu, 21 Mar 2024 15:57:21 -0000 full 5 14 Dynamic 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 fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing.  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 fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. 

]]> 952 Tax Efficiency: Keeping More and Making It Last 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 to optimize tax-efficient investment choices for retirees. Tue, 27 Feb 2024 06:12:48 -0000 full 5 13 Dynamic 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 to optimize tax-efficient investment choices for retirees. 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 to optimize tax-efficient investment choices for retirees.

]]> 877 Stay Ahead of The Curve with Specialized Credit 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. Thu, 15 Feb 2024 17:14:13 -0000 full 5 12 Dynamic 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, 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.

]]> 1800 Emerging Trends & The U.S. ETF Market Landscape 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 landscape and discuss the intriguing world of Bitcoin ETFs. Tune in for valuable perspectives on the ever-evolving ETF market. Wed, 31 Jan 2024 18:23:31 -0000 full 5 10 Dynamic 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 landscape and discuss the intriguing world of Bitcoin ETFs. Tune in for valuable perspectives on the ever-evolving ETF market. 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 landscape and discuss the intriguing world of Bitcoin ETFs. Tune in for valuable perspectives on the ever-evolving ETF market.

]]> 1550 Picking The Right Investments for Your Retirement Portfolio 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 investments, annuities, and growth strategies, they provide valuable insights and advocate professional advice on creating an effective and sustainable Paycheque portfolio. Tue, 30 Jan 2024 18:53:18 -0000 full Dynamic 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 investments, annuities, and growth strategies, they provide valuable insights and advocate professional advice on creating an effective and sustainable Paycheque portfolio. 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 investments, annuities, and growth strategies, they provide valuable insights and advocate professional advice on creating an effective and sustainable Paycheque portfolio.

]]> 919 Market Outlook 2024 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 factors shaping investment strategies and the outlook for various asset classes. Additionally, they discuss the complexities of the Canadian housing market and the challenges posed by high levels of household debt in the context of rising mortgage servicing costs. Mon, 22 Jan 2024 20:24:27 -0000 full Dynamic 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 factors shaping investment strategies and the outlook for various asset classes. Additionally, they discuss the complexities of the Canadian housing market and the challenges posed by high levels of household debt in the context of rising mortgage servicing costs. 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 factors shaping investment strategies and the outlook for various asset classes. Additionally, they discuss the complexities of the Canadian housing market and the challenges posed by high levels of household debt in the context of rising mortgage servicing costs.

]]> 1094 Perspectives sur les marchés pour 2024 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 surprenant des sociétés technologiques à grande capitalisation, des tendances économiques mondiales ou de l’incidence potentielle de l’intelligence artificielle. De plus, il discute de la complexité du marché canadien de l’habitation et des défis liés au taux élevé d’endettement des ménages face à la hausse des coûts de remboursement des prêts hypothécaires. Mon, 22 Jan 2024 15:47:00 -0000 full Dynamic 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 surprenant des sociétés technologiques à grande capitalisation, des tendances économiques mondiales ou de l’incidence potentielle de l’intelligence artificielle. De plus, il discute de la complexité du marché canadien de l’habitation et des défis liés au taux élevé d’endettement des ménages face à la hausse des coûts de remboursement des prêts hypothécaires. 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 surprenant des sociétés technologiques à grande capitalisation, des tendances économiques mondiales ou de l’incidence potentielle de l’intelligence artificielle. De plus, il discute de la complexité du marché canadien de l’habitation et des défis liés au taux élevé d’endettement des ménages face à la hausse des coûts de remboursement des prêts hypothécaires.

]]> 1600 The Resurgence of Oil 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. Mon, 08 Jan 2024 22:47:57 -0000 full 5 7 Dynamic 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. 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.

]]> 2064 Money in Motion: Recapping a Year of Canadian ETF Flows 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, they analyze how market dynamics can impact investor behavior and how this can affect ETF flows going forward. Fri, 05 Jan 2024 15:10:00 -0000 full Dynamic 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, they analyze how market dynamics can impact investor behavior and how this can affect ETF flows going forward. 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, they analyze how market dynamics can impact investor behavior and how this can affect ETF flows going forward.

]]> 936 ETFs Unveiled: Uncovering the Origins and Evolution 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 the coming years. Wed, 29 Nov 2023 14:44:00 -0000 full 5 5 Dynamic 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 the coming years. 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 the coming years.

]]> 893 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. Tue, 21 Nov 2023 15:21:00 -0000 full 5 4 Dynamic 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.

]]> 1336 Financials: Looking Back at the Lessons from the US Regional Banking Crisis 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 players. Gain valuable insights into the strategies that could shape the future of the financial services industry. Mon, 20 Nov 2023 21:58:00 -0000 full Dynamic 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 players. Gain valuable insights into the strategies that could shape the future of the financial services industry. 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 players. Gain valuable insights into the strategies that could shape the future of the financial services industry.

]]> 1625 Industrials: Investing in Global Megatrends Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes. Thu, 16 Nov 2023 20:32:49 -0000 full 5 2 Dynamic Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes. Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes.

]]> 728 Retirement Income Unpacked: The Paycheque Portfolio Approach 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.  Wed, 08 Nov 2023 16:01:00 -0000 full 5 1 Dynamic 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.  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. 

]]> 1394 Décoder les actifs productifs de revenu : de l’immobilier aux actions 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 comparent au concept des portefeuilles à revenus. Cette baladodiffusion est accessible en français seulement. Mon, 23 Oct 2023 13:00:00 -0000 full 4 26 Dynamic 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 comparent au concept des portefeuilles à revenus. Cette baladodiffusion est accessible en français seulement. 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 comparent au concept des portefeuilles à revenus.

Cette baladodiffusion est accessible en français seulement.

]]> 1413 Where Sustainability Meets Opportunity 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. Thu, 28 Sep 2023 16:03:00 -0000 full 4 21 Dynamic 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. 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.

]]> 1033 Paradoxe de la préretraite : faire face aux marchés volatils 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. Fri, 15 Sep 2023 16:00:00 -0000 full 4 23 Dynamic 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. 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.

]]> 820 A deep dive into real estate markets 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. Fri, 08 Sep 2023 13:52:59 -0000 full 4 22 Dynamic 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. 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.

]]> 1589 Canadian equities: Where are we today? Vice President & Portfolio Manager Bill McLeod discusses the Canadian equity investing landscape, focusing on what’s driving performance and where to find opportunities. Fri, 01 Sep 2023 17:41:17 -0000 full 4 21 Dynamic Vice President & Portfolio Manager Bill McLeod discusses the Canadian equity investing landscape, focusing on what’s driving performance and where to find opportunities. Vice President & Portfolio Manager Bill McLeod discusses the Canadian equity investing landscape, focusing on what’s driving performance and where to find opportunities.

]]> 2123 Crafting Your Retirement Income Masterplan 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. Thu, 20 Jul 2023 18:28:33 -0000 full Dynamic 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. 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.

]]> 1588 Résilience à la retraite : protection des actifs en période d’instabilité des marchés 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. Thu, 22 Jun 2023 20:02:25 -0000 full Dynamic 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. 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.

]]> 1031 The Generational Opportunity in Growth Stocks 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 opportunities. Wed, 17 May 2023 15:50:14 -0000 full Dynamic 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 opportunities. 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 opportunities.

]]> 2143 Being Active in the Energy Transition 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.  Fri, 05 May 2023 14:56:01 -0000 full Dynamic 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.  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. 

]]> 1310 Artificial Intelligence (AI): A Paradigm Shift For Investors 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. Tue, 25 Apr 2023 13:30:07 -0000 full 4 16 Dynamic 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. 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.

]]> 2202 Investing with Options: A Real Alternative 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? Tue, 11 Apr 2023 16:59:05 -0000 full Dynamic 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 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?

]]> 1734 Alternatives - The Third Leg of the Stool 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. Mon, 03 Apr 2023 14:29:10 -0000 full Dynamic 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. 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.

]]> 1848 Tuning out the Noise 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. Mon, 27 Mar 2023 15:36:00 -0000 full Dynamic 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. 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.

]]> 1395 Special Edition: Banking Crisis 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, including potential impacts on commercial real estate. Thu, 23 Mar 2023 18:53:23 -0000 full Dynamic 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, including potential impacts on commercial real estate. 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, including potential impacts on commercial real estate.

]]> 1811 Opportunities in Credit Markets 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.   Wed, 15 Mar 2023 14:46:48 -0000 full Dynamic 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.   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.  

]]> 1429 The State of the Consumer and the Opportunity in Small- and Mid-cap Stocks 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. Fri, 10 Mar 2023 05:00:00 -0000 full Dynamic 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. 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.

]]> 1961 An Inflation Outlook for the New Year 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.  Mon, 16 Jan 2023 17:00:00 -0000 full 4 9 Dynamic 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.  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. 

]]> 962 A look at the year ahead 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. Fri, 13 Jan 2023 21:45:00 -0000 full 4 8 Dynamic 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. 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.

]]> 1510 The Gold-ilocks approach to Taming Inflation 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.  Thu, 22 Dec 2022 10:28:00 -0000 full Dynamic 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.  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. 

]]> 965 Words that start with “I”: Inflation, Interest Rates, and Investments 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. Wed, 21 Dec 2022 19:20:00 -0000 full Dynamic 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. 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.

]]> 2302 The Power of Growth 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. Wed, 07 Dec 2022 00:00:00 -0000 full 4 5 Dynamic 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. 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.

]]> 1523 Financials: Back to the Forefront? 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. Tue, 06 Dec 2022 06:00:00 -0000 full 4 4 Dynamic 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. 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.

]]> 1458 Navigating Global Markets Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position. Wed, 16 Nov 2022 03:58:00 -0000 full Dynamic Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position. Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position.

]]> 1404 What’s investable in Real Estate Now? 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. Wed, 09 Nov 2022 12:00:00 -0000 full 4 2 Dynamic 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 & 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.

]]> 2274 Bond Investing in Turbulent Times 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 opportunities active managers see in these turbulent markets.  Wed, 02 Nov 2022 19:55:00 -0000 full 3 12 Dynamic 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 opportunities active managers see in these turbulent markets.  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 opportunities active managers see in these turbulent markets. 

]]> 1593 Buying Bonds Amidst Surging Inflation 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.  Thu, 14 Jul 2022 17:52:13 -0000 full 3 11 Dynamic 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.  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. 

]]> 2085 Moving from Inflation to growth 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. Mon, 04 Jul 2022 19:55:41 -0000 full 3 10 Dynamic 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. 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.

]]> 1293 Understanding Energy: Inflation, independence and the global supply-demand picture 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. Tue, 24 May 2022 21:20:05 -0000 full 3 8 Dynamic 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. 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.

]]> 2141 Empowering Kids with Financial EQ and IQ 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. Tue, 10 May 2022 16:47:08 -0000 full 3 7 Dynamic 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. 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.

]]> 2174 Geopolitical Uncertainties: What it means for global equities 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. Mon, 25 Apr 2022 13:22:36 -0000 full Dynamic 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. 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.

]]> 2794 Emotional Investing Rescue 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. Tue, 12 Apr 2022 10:00:00 -0000 full Dynamic 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. 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.

]]> 2487 Has Market Volatility Provided an Opportunity To Deploy Capital for the Long term? 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. Mon, 04 Apr 2022 03:00:00 -0000 full 3 4 Dynamic 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. 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.

]]> 2331 Round Out Your Portfolio with Bonds With record-low interest rates, possible rate hikes on the horizon and inflationary pressures looming, Romas Budd shares his insights into how investors can effectively integrate bonds into their portfolios. Thu, 30 Dec 2021 19:10:09 -0000 Round Out Your Portfolio with Bonds full 3 3 Dynamic With record-low interest rates, possible rate hikes on the horizon and inflationary pressures looming, Romas Budd shares his insights into how investors can effectively integrate bonds into their portfolios. With record-low interest rates, possible rate hikes on the horizon and inflationary pressures looming, Romas Budd shares his insights into how investors can effectively integrate bonds into their portfolios.

]]> 1627 The Allure of Gold: Insights into Inflation and Finding Glittering Gold Companies With inflation increasing, what is the role of gold in portfolio construction – inflationary hedge, portfolio fundamental, or both? Join us as Robert Cohen shares his insights into investing in gold – today and tomorrow. Mon, 20 Dec 2021 21:47:50 -0000 The Allure of Gold: Insights into Inflation and Finding Glittering Gold Companies full 3 2 Dynamic With inflation increasing, what is the role of gold in portfolio construction – inflationary hedge, portfolio fundamental, or both? Join us as Robert Cohen shares his insights into investing in gold – today and tomorrow. With inflation increasing, what is the role of gold in portfolio construction – inflationary hedge, portfolio fundamental, or both? Join us as Robert Cohen shares his insights into investing in gold – today and tomorrow.

]]> 1158 Investing in Quality Companies: Why Canada? Why Now? Why are quality Canadian equities undervalued on the world stage? Portfolio Manager Don Simpson shares his insights into Canadian equities and why there may be a current buying opportunity. Tue, 14 Dec 2021 13:54:53 -0000 Investing in Quality Companies: Why Canada? Why Now? full 3 1 Dynamic Why are quality Canadian equities undervalued on the world stage? Portfolio Manager Don Simpson shares his insights into Canadian equities and why there may be a current buying opportunity. Why are quality Canadian equities undervalued on the world stage? Portfolio Manager Don Simpson shares his insights into Canadian equities and why there may be a current buying opportunity.

]]> 1568 Feeling the Heat: A Discussion on Rising Energy Prices Confused about rising energy prices? Vice President & Portfolio Manager Jennifer Stevenson shares her insights into what’s behind the recent price increases and how it will impact your investments – and your future. Fri, 22 Oct 2021 20:02:00 -0000 Feeling the Heat: A Discussion on Rising Energy Prices full 2 20 Dynamic The "Why" Behind Rising Energy Prices Confused about rising energy prices? Vice President & Portfolio Manager Jennifer Stevenson shares her insights into what’s behind the recent price increases and how it will impact your investments – and your future. Confused about rising energy prices? Vice President & Portfolio Manager Jennifer Stevenson shares her insights into what’s behind the recent price increases and how it will impact your investments – and your future.

]]> 2105 Financial Empowerment: How Versus Why Martha Adams, Certified Financial Planner and best-selling author of Cleopatra's Riches shares her belief that understanding the “why” behind your relationship with money could help you more than focusing on the “how”.  Fri, 10 Sep 2021 18:52:00 -0000 Financial Empowerment: How Versus Why full 2 19 Dynamic Focus on the "why", not just on the "how". Martha Adams, Certified Financial Planner and best-selling author of Cleopatra's Riches shares her belief that understanding the “why” behind your relationship with money could help you more than focusing on the “how”.  Martha Adams, Certified Financial Planner and best-selling author of Cleopatra's Riches shares her belief that understanding the “why” behind your relationship with money could help you more than focusing on the “how”. 

]]> 1819 Placements à revenu fixe : place à la diversification Dans un contexte de rendements historiquement bas des titres à revenu fixe, Marc-André Gaudreau livre son point de vue et propose des stratégies novatrices. Le vice-président et gestionnaire de portefeuille principal met l’accent sur les trois thèmes suivants : remplacement des revenus anciennement générés par les obligations de sociétés de qualité, composition efficace de portefeuille et protection des avoirs contre une éventuelle hausse de l’inflation et des taux d’intérêt. Mon, 28 Jun 2021 18:00:00 -0000 Placements à revenu fixe : place à la diversification full 2 17 Dynamic Dans un contexte de rendements historiquement bas des titres à revenu fixe, Marc-André Gaudreau livre son point de vue et propose des stratégies novatrices. Le vice-président et gestionnaire de portefeuille principal met l’accent sur les trois thèmes suivants : remplacement des revenus anciennement générés par les obligations de sociétés de qualité, composition efficace de portefeuille et protection des avoirs contre une éventuelle hausse de l’inflation et des taux d’intérêt. Dans un contexte de rendements historiquement bas des titres à revenu fixe, Marc-André Gaudreau livre son point de vue et propose des stratégies novatrices. Le vice-président et gestionnaire de portefeuille principal met l’accent sur les trois thèmes suivants : remplacement des revenus anciennement générés par les obligations de sociétés de qualité, composition efficace de portefeuille et protection des avoirs contre une éventuelle hausse de l’inflation et des taux d’intérêt.

]]> 2164 no Time to Diversify Your Fixed Income With fixed income yields at historic lows, Vice-President & Senior Portfolio Manager Marc-André Gaudreau provides his insights and innovative investment strategies. Marc-André focuses on three key themes – replacing former investment-grade bond income, effective portfolio construction and protecting portfolios from possible interest rate increases and rising inflation. Thu, 24 Jun 2021 17:30:00 -0000 Time to Diversify Your Fixed Income full 2 16 Dynamic With fixed income yields at historic lows, Vice-President & Senior Portfolio Manager Marc-André Gaudreau provides his insights and innovative investment strategies. Marc-André focuses on three key themes – replacing former investment-grade bond income, effective portfolio construction and protecting portfolios from possible interest rate increases and rising inflation. With fixed income yields at historic lows, Vice-President & Senior Portfolio Manager Marc-André Gaudreau provides his insights and innovative investment strategies. Marc-André focuses on three key themes – replacing former investment-grade bond income, effective portfolio construction and protecting portfolios from possible interest rate increases and rising inflation.

]]> 1857 Financial Empowerment Redefined Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches, shares how we could be better prepared to achieve financial well-being by re-examining our relationship with money and understanding why it’s “more than math”. Mon, 14 Jun 2021 16:33:00 -0000 Financial Empowerment Redefined full 2 15 Dynamic Martha Adams helps us re-examine our relationship with money. Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches, shares how we could be better prepared to achieve financial well-being by re-examining our relationship with money and understanding why it’s “more than math”. Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches, shares how we could be better prepared to achieve financial well-being by re-examining our relationship with money and understanding why it’s “more than math”.

]]> 2640 Small Caps - Big Potential? Vishal Patel, Vice President & Portfolio Manager, discusses the momentum of small and mid-cap companies over the past year, and the runway for growth in the coming months.  Thu, 22 Apr 2021 00:00:00 -0000 full 2 14 Dynamic Vishal Patel, Vice President & Portfolio Manager, discusses the momentum of small and mid-cap companies over the past year, and the runway for growth in the coming months.  Vishal Patel, Vice President & Portfolio Manager, discusses the momentum of small and mid-cap companies over the past year, and the runway for growth in the coming months. 

]]> 1172 Where Bonds Fit in Today’s Investment Universe Domenic Bellissimo, Vice President & Portfolio Manager, discusses the importance of bonds in an investment portfolio, the evolution of fixed income and the need to understand that with more risk comes more responsibility.  Wed, 21 Apr 2021 00:00:00 -0000 full 2 13 Dynamic Domenic Bellissimo, Vice President & Portfolio Manager, discusses the importance of bonds in an investment portfolio, the evolution of fixed income and the need to understand that with more risk comes more responsibility.  Domenic Bellissimo, Vice President & Portfolio Manager, discusses the importance of bonds in an investment portfolio, the evolution of fixed income and the need to understand that with more risk comes more responsibility. 

]]> 1665 We Remain Optimistic on the Economy David Fingold, Vice President & Senior Portfolio Manager discusses his market outlook, interest rates, small caps outperforming large caps, international markets vs. U.S. markets, and where he is finding opportunities. Thu, 08 Apr 2021 16:47:56 -0000 full 2 11 Dynamic David Fingold, Vice President & Senior Portfolio Manager discusses his market outlook, interest rates, small caps outperforming large caps, international markets vs. U.S. markets, and where he is finding opportunities. David Fingold, Vice President & Senior Portfolio Manager discusses his market outlook, interest rates, small caps outperforming large caps, international markets vs. U.S. markets, and where he is finding opportunities.

]]> 2101 Focus Remains On the Fundamentals Noah Blackstein, Vice President & Senior Portfolio Manager discusses how a lot of macro investing has morphed into factor investing or sector rotating as a result of changing market dynamics, most notably the swift rise in interest rates.  Thu, 01 Apr 2021 17:19:00 -0000 full 1 10 Dynamic Noah Blackstein, Vice President & Senior Portfolio Manager discusses how a lot of macro investing has morphed into factor investing or sector rotating as a result of changing market dynamics, most notably the swift rise in interest rates.  Noah Blackstein, Vice President & Senior Portfolio Manager discusses how a lot of macro investing has morphed into factor investing or sector rotating as a result of changing market dynamics, most notably the swift rise in interest rates. 

]]> 1933 Moment propice pour investir dans les actions privilégiées Roger Rouleau, vice-président et gestionnaire de portefeuille, discute des actions privilégiées. Cette catégorie d’actif a connu son lot de hauts et de bas ces dernières années, mais l’année 2021 s’annonce prometteuse. M. Rouleau explique pourquoi il croit que les 12 à 24 prochains mois seront peut-être le bon moment d’y investir.  Wed, 27 Jan 2021 03:00:00 -0000 full 2 10 Dynamic Roger Rouleau, vice-président et gestionnaire de portefeuille, discute des actions privilégiées. Cette catégorie d’actif a connu son lot de hauts et de bas ces dernières années, mais l’année 2021 s’annonce prometteuse. M. Rouleau explique pourquoi il croit que les 12 à 24 prochains mois seront peut-être le bon moment d’y investir.  Roger Rouleau, vice-président et gestionnaire de portefeuille, discute des actions privilégiées. Cette catégorie d’actif a connu son lot de hauts et de bas ces dernières années, mais l’année 2021 s’annonce prometteuse. M. Rouleau explique pourquoi il croit que les 12 à 24 prochains mois seront peut-être le bon moment d’y investir. 

]]> 1370 A Good Time to Invest in Preferred Shares Roger Rouleau, Vice President & Portfolio Manager discusses preferred shares. It has been an asset class that has had more than a few ups and downs over the last few years, but there is a sense that 2021 is shaping up to be a good year. Roger reveals why he thinks the next 12 to 24 months may make today a good time to invest. Wed, 27 Jan 2021 00:00:00 -0000 full 2 9 Dynamic Roger Rouleau, Vice President & Portfolio Manager discusses preferred shares. It has been an asset class that has had more than a few ups and downs over the last few years, but there is a sense that 2021 is shaping up to be a good year. Roger reveals why he thinks the next 12 to 24 months may make today a good time to invest. Roger Rouleau, Vice President & Portfolio Manager discusses preferred shares. It has been an asset class that has had more than a few ups and downs over the last few years, but there is a sense that 2021 is shaping up to be a good year. Roger reveals why he thinks the next 12 to 24 months may make today a good time to invest.

]]> 1523 Navigating the year ahead Myles Zyblock, Chief Investment Strategist discusses his outlook for markets and economies in 2021, but with a lot of consideration given to the impacts of an unprecedented 2020 on both. Tue, 19 Jan 2021 00:00:00 -0000 full 2 8 Dynamic Myles Zyblock, Chief Investment Strategist discusses his outlook for markets and economies in 2021, but with a lot of consideration given to the impacts of an unprecedented 2020 on both. Myles Zyblock, Chief Investment Strategist discusses his outlook for markets and economies in 2021, but with a lot of consideration given to the impacts of an unprecedented 2020 on both.

]]> 1436 Happy Clients, Happy Advisors Ellen Bessner, Lawyer at Babin Bessner Spry LLP, Keynote Speaker and author,  explains how investors can get the very best from their advisors by understanding  how their advisors can help them achieve their personal and financial goals. Thu, 17 Dec 2020 00:00:00 -0000 full 2 7 Dynamic Ellen Bessner, Lawyer at Babin Bessner Spry LLP, Keynote Speaker and author,  explains how investors can get the very best from their advisors by understanding  how their advisors can help them achieve their personal and financial goals. Ellen Bessner, Lawyer at Babin Bessner Spry LLP, Keynote Speaker and author,  explains how investors can get the very best from their advisors by understanding  how their advisors can help them achieve their personal and financial goals.

]]> 1736 Real Estate Outlook for 2021 Tom Dicker, Vice President & Portfolio Manager, discusses the acute challenges that real estate has faced this year, but believes growth in the sector is turning around as the economy recovers.  Tue, 15 Dec 2020 00:00:00 -0000 full 2 6 Dynamic Tom Dicker, Vice President & Portfolio Manager, discusses the acute challenges that real estate has faced this year, but believes growth in the sector is turning around as the economy recovers.  Tom Dicker, Vice President & Portfolio Manager, discusses the acute challenges that real estate has faced this year, but believes growth in the sector is turning around as the economy recovers. 

]]> 1786 The Benefits of Co-Investing with Company Founders and Entrepreneurs Vice President & Portfolio Manager Vishal Patel provides insights on the benefits of co-investing in founder and entrepreneur led businesses and the attributes he looks for when identifying the next great founder or entrepreneur. He also discussed where he expects to find opportunities as the global economy recovers.  Thu, 03 Dec 2020 05:00:00 -0000 full 2 5 Dynamic Vice President & Portfolio Manager Vishal Patel provides insights on the benefits of co-investing in founder and entrepreneur led businesses and the attributes he looks for when identifying the next great founder or entrepreneur. He also discussed where he expects to find opportunities as the global economy recovers.  Vice President & Portfolio Manager Vishal Patel provides insights on the benefits of co-investing in founder and entrepreneur led businesses and the attributes he looks for when identifying the next great founder or entrepreneur. He also discussed where he expects to find opportunities as the global economy recovers. 

]]> 1294 Finding Yield Opportunities in Today’s Turbulent Market Environment Vice President & Senior Portfolio Managers Romas Budd & Derek Amery provide their thoughts on the current investing landscape as low bond yields and a lower for longer interest rate environment continue to pose challenges for investors and their fixed income allocation. Sun, 29 Nov 2020 05:00:00 -0000 full 2 4 Dynamic Vice President & Senior Portfolio Managers Romas Budd & Derek Amery provide their thoughts on the current investing landscape as low bond yields and a lower for longer interest rate environment continue to pose challenges for investors and their fixed income allocation. Vice President & Senior Portfolio Managers Romas Budd & Derek Amery provide their thoughts on the current investing landscape as low bond yields and a lower for longer interest rate environment continue to pose challenges for investors and their fixed income allocation.

]]> 1887 The Renewable Energy Evolution Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on the growing demand for renewable energy around the globe, and how the evolving climate change conversation, that is being supported by governments and the population, is changing how companies do business.  Wed, 25 Nov 2020 05:00:00 -0000 full 2 2 Dynamic Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on the growing demand for renewable energy around the globe, and how the evolving climate change conversation, that is being supported by governments and the population, is changing how companies do business.  Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on the growing demand for renewable energy around the globe, and how the evolving climate change conversation, that is being supported by governments and the population, is changing how companies do business. 

]]> 1603 Recession to Global Repair of the Economy David Fingold, Vice President & Senior Portfolio Manager, provides his perspective on how economic repair has now lead to economic expansion this year, and where he continues to focus his investment strategy. Fri, 20 Nov 2020 00:00:00 -0000 full 2 1 Dynamic David Fingold, Vice President & Senior Portfolio Manager, provides his perspective on how economic repair has now lead to economic expansion this year, and where he continues to focus his investment strategy. David Fingold, Vice President & Senior Portfolio Manager, provides his perspective on how economic repair has now lead to economic expansion this year, and where he continues to focus his investment strategy.

]]> 2579 Zoom Fatigue https://dynamic.ca/en/insights/commentary/podcasts/10-22-20-bwinegard.html Business Brain Expert, Dr. Brynn Winegard shares tips on how to boost your mental health and balance your work from home environment. Wed, 21 Oct 2020 17:41:00 -0000 full 1 10 Dynamic Business Brain Expert, Dr. Brynn Winegard shares tips on how to boost your mental health and balance your work from home environment. Business Brain Expert, Dr. Brynn Winegard shares tips on how to boost your mental health and balance your work from home environment.

]]> 2921 Exploring Today’s Key Investment Themes Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his insights on some of the key investment themes that have emerged this year and how to incorporate these in your investment decisions. Fri, 02 Oct 2020 04:00:00 -0000 full 1 9 Dynamic Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his insights on some of the key investment themes that have emerged this year and how to incorporate these in your investment decisions. Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his insights on some of the key investment themes that have emerged this year and how to incorporate these in your investment decisions.

]]> 1631 The Evolving Landscape of Renewable Energy Production Jennifer Stevenson, Vice President & Portfolio Manager, discusses the acceleration of renewable energy production and how it can add growth to your portfolio. Wed, 30 Sep 2020 04:00:00 -0000 full 1 8 Dynamic Jennifer Stevenson, Vice President & Portfolio Manager, discusses the acceleration of renewable energy production and how it can add growth to your portfolio. Jennifer Stevenson, Vice President & Portfolio Manager, discusses the acceleration of renewable energy production and how it can add growth to your portfolio.

]]> 1295 Looking Beyond the Traditional Portfolio Myles Zyblock, Chief Investment Strategist, explains his view on the economic recovery and alternatives as a third pillar in your portfolio with the potential to generate a positive return over time. Mon, 28 Sep 2020 04:00:00 -0000 full 1 7 Dynamic Myles Zyblock, Chief Investment Strategist, explains his view on the economic recovery and alternatives as a third pillar in your portfolio with the potential to generate a positive return over time. Myles Zyblock, Chief Investment Strategist, explains his view on the economic recovery and alternatives as a third pillar in your portfolio with the potential to generate a positive return over time.

]]> 1817 How to win trust, gain credibility and motivate through virtual communication Mark Bowden, Expert in Body Language discusses how to connect and find opportunity in virtual communication. Tue, 22 Sep 2020 04:00:00 -0000 full 1 6 Dynamic Mark Bowden, Expert in Body Language discusses how to connect and find opportunity in virtual communication. Mark Bowden, Expert in Body Language discusses how to connect and find opportunity in virtual communication.

]]> 2214 Protect your Purchasing Power with Gold Robert Cohen, Vice President and Portfolio Manager discusses the conversation around gold as an investment, and asset class is attracting the attention. Tue, 01 Sep 2020 04:00:00 -0000 full 1 5 Dynamic Robert Cohen, Vice President and Portfolio Manager discusses the conversation around gold as an investment, and asset class is attracting the attention. Robert Cohen, Vice President and Portfolio Manager discusses the conversation around gold as an investment, and asset class is attracting the attention.

]]> 1168 Can We Outperform the Market? David Fingold, Vice President & Senior Portfolio Manager shares his thoughts on how high quality can out perform the volatility of the market. Fri, 17 Jul 2020 04:00:00 -0000 full 1 4 Dynamic David Fingold, Vice President & Senior Portfolio Manager shares his thoughts on how high quality can out perform the volatility of the market. David Fingold, Vice President & Senior Portfolio Manager shares his thoughts on how high quality can out perform the volatility of the market.

]]> 1919 The Digital Transformation of Enterprises Noah Blackstein, Vice President & Senior Portfolio Manager provides his insights on the speed and rebound of the market and the evolution of the digital transformation of companies. Fri, 10 Jul 2020 04:00:00 -0000 full 1 3 Dynamic Noah Blackstein, Vice President & Senior Portfolio Manager provides his insights on the speed and rebound of the market and the evolution of the digital transformation of companies. Noah Blackstein, Vice President & Senior Portfolio Manager provides his insights on the speed and rebound of the market and the evolution of the digital transformation of companies.

]]> 1583 Rule One Protect Capital; Rule Two Never Forget Rule One Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his thoughts on the market environment and how he continues to invest in companies that deliver a dividend or distribution using his philosophy. Wed, 24 Jun 2020 04:00:00 -0000 full 1 2 Dynamic Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his thoughts on the market environment and how he continues to invest in companies that deliver a dividend or distribution using his philosophy. Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his thoughts on the market environment and how he continues to invest in companies that deliver a dividend or distribution using his philosophy.

]]> 1550 Investors Should Stick to Long-Term Investment Plan Myles Zyblock, Chief Investment Strategist, provides his view on the ways investors should be thinking about their portfolio positioning. Mon, 01 Jun 2020 04:00:00 -0000 full 1 1 Dynamic Myles Zyblock, Chief Investment Strategist, provides his view on the ways investors should be thinking about their portfolio positioning. Myles Zyblock, Chief Investment Strategist, provides his view on the ways investors should be thinking about their portfolio positioning.

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