By MD Financial Management
The podcast currently has 37 episodes available.
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, reflect on the first six months of the year and discuss what we can expect for the remainder of 2024. Topics covered in this episode include interest rate cuts, interest rate expectations, artificial intelligence, the strong performance of U.S. equities, portfolio performance and positioning.
The basics of investing, from GICs, stocks, bonds, mutual funds and ETFs, to common investing misconceptions and the value of an advisor. Listen now.
Description: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now.
There’s three reasons to stay invested right now. Number one, fixed-income outlook looks particularly more appealing than it’s been for most of the past several years. For stocks, even after a nice run, valuations are starting to get a little high, but it’s a big market, so it’s very attractive for our long-term return assumptions, as we can diversify portfolios. Now, there’s less uncertainty now than there was at the beginning of 2023, and for me, that looks pretty good for a well-managed, traditional 60/40 portfolio.
We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now.
The portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more.
We look back at the key drivers of investment performance in the second quarter of 2023 and discuss how to position your portfolio. Listen now.
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in the first quarter of 2023. This includes their outlook and discussion on portfolio positioning to take advantage of opportunities and avoid risks given recent market developments.
Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-30-looking-back-at-a-solid-performing-but-volatile-first-quarter/
Wesley Blight, Portfolio Manager, and Belgacem Ghazi, Senior Portfolio Analyst, of the Multi-Asset Management Team of 1832 Asset Management, join the MD Market Watch Podcast to discuss private equity, which is back by popular demand via the launch of the MD Platinum Global Private Equity 2023 Trust. We reviewed private equity basics, how the asset class has been impacted by recent events, MD’s private equity offerings and more.
Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-29-private-equity-spotlight/
This special episode is playback of a conversation with the portfolio management team about recent performance and performance expectations. Hosted by Kelli Costigan, PIC Portfolio Manager, this episode features Wesley Blight, Mark Fairbairn, and Richard Schmidt of the Multi-Asset Management Team.
Legal disclaimers and full transcript available here: https://invested.mdm.ca/portfolio-performance-expectations-check/
The podcast currently has 37 episodes available.