Trade tensions, slowing growth, technological disruptions, and shifting market dynamics – here’s what it all means for you and your portfolios.

The podcast explores the implications of the Trump 2.0 administration in the year ahead, global growth, and the impact on the future. 

Join the Multi-Asset Management Team's Craig Maddock and Wesley Blight, along with host Greg Sweet, as they analyze 2024's market performance and outline their investment outlook for 2025. Their discussion explores central bank rate cuts, potential implications of Trump's tariff policies, and more.

With three quarters down, equity markets enjoyed another robust quarter, with gains pushing many indices to new heights. Fixed income has been thriving amid easing central bank policies in Canada, the US, and beyond. Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They delve into significant 2024 events: the Federal Reserve’s first interest rate cut in September, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into 2025.

With the first half of 2024 behind us, the equity market rally persisted, driven in part by the AI narrative. In Canada, equity markets remained relatively flat during the second quarter, while fixed income experienced a resurgence. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They discuss key events of 2024 so far, including the recent interest rate cut by the Bank of Canada, diverging monetary policies compared to the US, the impact of AI narratives on the markets, and what lies ahead for the second half of the year.

A conversation with Vice President & Head of Research, 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.

In the first quarter of 2024, we witnessed a continuation of the equity market rally, while the fixed income story was more challenging. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They delve into the events of 2024 so far, including inflation trends in the US and Canada, global market dynamics, and provide insights on what lies ahead for the remainder of the year.

After up-and-down performance through the first three quarters of 2023, strong fourth quarter returns drove impressive market returns for 2023 in total. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key lessons of 4Q23, and their thoughts on what that means for the future.

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.

After delivering solid performance in the first half of 2023, markets pulled back in the third quarter. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key takeaways of 3Q23, and their thoughts on where things will go from here.