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/

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 2022, discuss their outlook for 2023 and describe how we’re positioned to take advantage of opportunities and avoid risks to start the year. 

Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/performance-2022-investment-and-outlook-for-2023 

Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager, of the Multi-Asset Management Team of 1832 Asset Management reflect on the third quarter and discuss their outlook for the rest of the year. Topics discussed include inflation, the interest rate environment, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/here-s-what-you-need-to-know-after-a-messy-third-quarter

Danielle Amiel, Director, Governance & Risk Management for the Medicus Pension Plan, and Craig Maddock, Vice-President & Senior Portfolio Manager of the Multi-Asset Management team discuss pension plans – what they are, how they work, how they can improve the financial situation of its members and the latest updates about the Medicus Pension Plan. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/pension-plans-medicus-podcast

Craig Maddock, Vice-President and Senior Portfolio Manager, and Mark Fairbairn, Portfolio Manager, look back at the second quarter of 2022 and discuss what’s likely in store for the near term. Topics discussed include market events, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/markets-are-down-inflation-is-high-now-what

Jean-Francois Bordeleau, Senior Practice Manager, and David Larocque, Portfolio Analyst, at MD Financial Management (MD) discuss responsible investing at MD – why it’s important, how it works and why it’s ingrained in our investment management process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/how-responsible-investing-is-part-of-investment-management-process

Wesley Blight, Assistant VP and Portfolio Manager of the Multi-Asset Management team explains the current state of fixed income investing – recent negative performance, the role fixed income plays in a portfolio, what we can expect going forward and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/what-is-up-with-fixed-income