Episode 35: Equities thrive, fixed income stalls, as we wait for interest rate cuts
— Craig Maddock, Wesley Blight
We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now.
Episode 34: The fourth quarter put the year on its back: The importance of staying invested
— Craig Maddock, Wesley Blight
We look back at a strong fourth quarter and how staying invested paid off, and discuss the 2024 outlook and portfolio positioning. Listen now.
Episode 33: Markets pull back in the third quarter – here’s what you need to know
— Wesley Blight, Craig Maddock
We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now.
Episode 32: Top-of-mind investing topics and questions with our portfolio managers
— Wesley Blight, Yuko Girard, Mark Fairbairn, Ian Taylor
The portfolio management team joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more.
At the calendar year’s halfway point we reflect on the 2nd quarter and discuss key performance drivers, our positioning, and what lies ahead. Listen now.