On the Money with Dynamic Funds: Recent Episodes
Dynamic Funds
On the Money with Dynamic Funds is a podcasts series discussing market insights, navigating investments and much more with the industry's most experienced active managers and thought leaders.
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.
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.
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 Maria Benavente shares her thoughts on real estate as an inflation hedge, where the opportunities are within Real Estate, ESG framework, and the outlook on residential Real Estate in light of the changing regulatory environment and rapidly tightening monetary policy.
Vice President & Senior Portfolio Manager Derek Amery provides his thoughts on what 30 years of investing in fixed-income has taught him about managing through inflation concerns and volatile markets. Topics covered include central bank policy outlook, positioning your bond portfolio with recession risk on the horizon as well as what kind of opportunities active managers see in these turbulent markets.
Portfolio Manager Rose Devli shares her thoughts on the surging inflation we are seeing and how bonds can fit into your portfolio in the current environment. Rose also discusses her experience as a woman in capital markets and what it means to educate and empower others looking to succeed in similar roles.
Erinn King CFA®, Managing Director & Client Portfolio Manager, Payden & Rygel, shares her perspectives on navigating through the market as we move from inflation concerns to growth considerations.
Frank Latshaw, Vice President & Portfolio Manager, shares his perspective on the key themes that are driving infrastructure investing today.
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.
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.
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.
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.
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.
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 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.
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.
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.
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”.
Portfolio managers Eric Benner and Ryan Nicholl share their insights on health care and innovations coming out of COVID that could contribute to both physical and economic wellness.
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.
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.
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”.
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.
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.
Jim Morris, Head of Investment Management and Dan Yungblut, Head of Research, who are leading our firm through the evolution of ESG investing, discuss the spectrum of ways to access ESG strategies and 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.
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.
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 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.
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.
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.
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.
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 & 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.
Frank Latshaw, Vice President & Portfolio Manager, provides insights on the infrastructure elements within the evolution in renewable energy and the benefit of the great energy transition for the future.
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.
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.
Business Brain Expert, Dr. Brynn Winegard shares tips on how to boost your mental health and balance your work from home environment.
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.
Jennifer Stevenson, Vice President & Portfolio Manager, discusses the acceleration of renewable energy production and how it can add growth to your 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.
Mark Bowden, Expert in Body Language discusses how to connect and find opportunity in virtual communication.
Robert Cohen, Vice President and Portfolio Manager discusses the conversation around gold as an investment, and asset class is attracting the attention.
David Fingold, Vice President & Senior Portfolio Manager shares his thoughts on how high quality can out perform the volatility of the market.
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.
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.
Myles Zyblock, Chief Investment Strategist, provides his view on the ways investors should be thinking about their portfolio positioning.