In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund and Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund. Together the team looks at last quarter’s performance, the macro factors that contributed to volatility and the ongoing geopolitical situation that is affecting markets. The team also discusses rising inflation, the interest rate hike cycle and M&A opportunities the team has been seeing lately. Amar and Justin also provide some insight into portfolio positioning and discuss some holdings in detail. The podcast ends with a book recommendation from Amar and Justin.