On the Money with Dynamic Funds

Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money management, to discuss the findings of a new groundbreaking study that challenges conventional wisdom about bond investing. Professor Cremers highlights the challenges encountered by asset managers in passive index creation & replication, which has often led to significant negative deviations from their benchmarks & many active competitors. He also illustrates the material concerns related to "passive" bond management and sheds light on the concept of ‘positive performance persistence’, which helps explain how funds with high active share and historically proven capabilities are more likely to exhibit strong future performance.

Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upcoming products, to the adoption and use of multi-asset, active and income-generating ETFs. 

David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth, Co-creator of the Savvy Cybersecurity Training Program, and Co-author of Hack-Proof Your Life Now! The New Cybersecurity Rules, to discuss how individuals and small businesses can stay safe online. Devin explains what cybersecurity is, what to be aware of, how to protect yourself, available resources, costs, what to do if you’re a victim and more.  

Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical challenges retirees face with bond income, volatility, and fluctuating rates. Marc-André explains how active fixed income management can outperform passive strategies, and why bonds may offer higher yields to support retirement income. Daryl digs into the trade-offs between the guarantees of GICs and the income potential of bonds over the long term.

Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point for long-term investors.

Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise. 

Vice President of ETF Distribution, Peter Tomiuk is joined by portfolio managers Robert Cohen and Nawojka Wachowiak to talk about the unique area of financial markets – mining. With growing headlines about the demand for metals needed to upgrade and modernize global economies, they discuss opportunities with ETFs that allow exposure for investors. 

Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, this conversation can help you sort out where different currencies are and where they might be headed.

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your ETF investments.

Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains inclusion rate, changes for real estate owners and what taxpayers can do to preserve wealth.