With the low interest rate and yield environment—40 years in

With stubborn inflation, growing deficits and ongoing uncertainty, gold is at new all-time highs, begging the question if gold is a relic or an insurance policy. In this episode, Michael Hainsworth, Robert Cohen and Emily Griffiths unpack the often-misunderstood world of gold and the companies that pull it out of the ground.

Canada launched the world’s first ETF over 30 years ago, sparking a debate that still rages today: active vs. passive investing. With heavyweight A.I. and tech-related stocks making up a large chunk of the market, indexes might not be as diverse as before. In this episode, Michael Hainsworth, Alan Green and Clare Gray unpack the state of passive ETFs in the current market environment and discuss the hidden risks in indexing and how an active approach can help.

Is stagflation the new recession? Join Michael Hainsworth as

Vice President and Head of ETFs, Alan Green is joined by Executive

Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President

& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose

Devli  to unpack the uncertainty looming over consumer spending, corporate

capital expenditures, and the potential for a slowdown or recession. They

examine how these factors intertwine with tariffs and the implications as bond

yields rallying and risk assets selling off, they provide insights and

strategies to help you navigate this complex landscape of fluctuating policies

and geopolitical tensions.

Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.

Vice President & Portfolio Manager, Robert Cohen shares his perspective on the remarkable strength of gold amid global economic challenges, including poor monetary and fiscal policies and soaring debt levels. He discusses the current tariff landscape and its anticipated resolution, as well as how ongoing inflationary policies in Canada and the U.S. bolster the case for gold investment.