Artificial Intelligence, or AI, is rapidly transforming the world we live in. Today, AI is being used in financial markets in various ways including trading, risk management, and fraud detection. How is this innovative technology being applied elsewhere and is it an investable theme? And why is our next guest keeping a close eye on its latest developments? Portfolio manager Mark Schmehl joins us today to share his perspective on this and more, including global markets and the trends influencing his fund positioning. Mark was recently featured in a Morningstar article, highlighting how his keen intuition and unwavering momentum have been the driving forces behind his ability to generate long-term positive returns. Mark speaks with Glen Davidson, VP Regional Sales Ontario, and shares he is reasonably confident the economy's going to come through the recent turmoil in a relatively quick timeframe, and it's not going to be that painful which is why we’re seeing technology rally of late. Mark also notes that when the world economy slows down, the US dollar goes up and he thinks that's something that we can expect again. Among other topics, Mark shares his thoughts on consumer discretionary, and energy, and notes he’s been cautiously optimistic and semi-offensive, he’s looking for the rebound, not playing defensive.

Recorded on April 4, 2023.

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