On the Money with Dynamic

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena dive into the intricacies of constructing a Paycheque portfolio. In this episode, they explore the unique asset classes needed for building a portfolio dedicated to generating a steady income in retirement. From the importance of alternative investments, annuities, and growth strategies, they provide valuable insights and advocate professional advice on creating an effective and sustainable Paycheque portfolio.

Chief Investment Strategist, Myles Zyblock and David De Pastena, Vice President, Portfolio Solutions, as they reflect on the intriguing twists of 2023 and share insights into what lies ahead in 2024. From the surprising rebound of large-cap tech companies to global economic trends and the potential impacts of AI, this podcast explores the key factors shaping investment strategies and the outlook for various asset classes. Additionally, they discuss the complexities of the Canadian housing market and the challenges posed by high levels of household debt in the context of rising mortgage servicing costs.

David De Pastena, vice-président des Solutions de portefeuille, se penchent sur les intrigants rebondissements de 2023 et partagent leur vision de ce que nous réserve 2024. Dans ce balado, il explorent certains facteurs clés qui orientent les stratégies de placement et les perspectives des différentes catégories d’actifs, qu’il s’agisse du rebond surprenant des sociétés technologiques à grande capitalisation, des tendances économiques mondiales ou de l’incidence potentielle de l’intelligence artificielle. De plus, il discute de la complexité du marché canadien de l’habitation et des défis liés au taux élevé d’endettement des ménages face à la hausse des coûts de remboursement des prêts hypothécaires.

Vice President & Portfolio Manager, Jennifer Stevenson, discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and how Canadian energy companies check a lot of the right boxes.

Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs Alan Green, explore money movement within the Canadian ETF industry over this past year. They discuss the driving forces behind various market segments and evaluate some regulatory shifts that can potentially shape the industry. From traditional ETFs to crypto ETFs, they analyze how market dynamics can impact investor behavior and how this can affect ETF flows going forward.

Vice President of ETF Distribution Peter Tomiuk and Vice-President and Head of ETFs Alan Green, dissect the fundamental essence of ETFs and delve into their investment industry evolution. Together we will uncover the tale of their rise, current positioning, and offer an insightful glimpse into the probable pathways that await the ETF industry in the coming years.

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.

Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill as they rewind to the banking upheaval of March and fast forward to the evolving financial landscape. Nick and Tom break down the crisis's aftermath, exploring the factors influencing Canadian banks, regulatory changes, and the rise of alternative financial players. Gain valuable insights into the strategies that could shape the future of the financial services industry.

Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes.

Chief Retirement Income Strategist, Daryl Diamond explores the paycheque portfolio approach for retirees and depicts how it can offer a more stable and stress-free retirement income, regardless of market fluctuations.

David De Pastena, vice-président, Solutions de portefeuilles, met en lumière les approches de placement possibles d’adopter à la retraite durant les turbulences des marchés. Apprenez-en plus au sujet des stratégies de placement en fonction du passif auxquelles ont fréquemment recours les caisses de retraite. Découvrez aussi en quoi elles se comparent au concept des portefeuilles à revenus. Cette baladodiffusion est accessible en français seulement.

Vice President & Portfolio Manager, Eric Mencke, discusses the benefits of active management in sustainable investing, our multi-thematic approach, examples of companies addressing these challenges, and why we’re optimistic about a more sustainable economy for the future.

David De Pastena, vice-président, Solutions de portefeuilles, explique comment les marchés volatils ont forcé de nombreuses personnes à la préretraite à reporter leur départ de la vie active. Il met en lumière l’importance des cinq années les plus payantes passer à cette prochaine étape.

Vice President & Portfolio Manager, Maria Benavente, discusses the challenges facing the real estate sector, recent developments in transactions volumes, and opportunities amidst record negative sentiment.

Vice President & Portfolio Manager Bill McLeod discusses the Canadian equity investing landscape, focusing on what’s driving performance and where to find opportunities.

Chief Retirement Income Strategist, Daryl Diamond delves into the intricacies of retirement income planning. He shares essential insights and valuable strategies to shift your focus from accumulation to generating consistent cashflows for your retirement lifestyle.

David De Pastena, vice-président, Solutions de portefeuilles, explique les raisons pour lesquelles les fonds de retraite peuvent s’épuiser plus rapidement que prévu. Il discute de la réalité du prolongement de l’espérance de vie et de son effet sur les rendements.

Vice President & Senior Portfolio Manager, Noah Blackstein discusses why he believes there is a generational opportunity ahead for growth stocks, the impact that macro events have had on markets historically and this year, the U.S. Federal Reserve, Artificial Intelligence and the Cloud, and areas where his bottom-up investment process is finding opportunities.

Vice President & Portfolio Manager Jennifer Stevenson discusses the growth potential and investment opportunities for the global transition to clean energy, as well as the incremental value that active management can add in the space.

Vice President & Portfolio Manager Vishal Patel shares his thoughts on the importance of Artificial Intelligence (AI), how it will impact various industries from an investment standpoint, and how this technology will impact how we work and play.

Vice President & Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through how options work and the benefits they can provide, including a robust yield, buying equities at a discount and portfolio protection that can help lower volatility. Isn’t it time to take a closer look at options?

Vice President & Portfolio Manager Richard Lee discusses how alternatives are now becoming core investments and over the long term they will become a critical component of an investor’s portfolio.

Recent events affecting the U.S. and European, banking sectors have created uncertainty for investors. Chief Investment Strategist Myles Zyblock and Vice President & Senior Portfolio Manager Jason Gibbs share their thoughts on managing emotions during turbulent times and the importance of staying invested for the long term.

In this special edition of On The Money, which is only available until April 10th, 2023, Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill to take a deeper look at the series of events that have shaken the global banking sector in recent weeks and the downstream effects for other sectors of the market, including potential impacts on commercial real estate.

Vice President & Portfolio Manager Jeremy Lucas shares his most recent thoughts on the macro-economic environment, the impact of monetary policy on fixed income and credit in particular, as well as opportunities and potential headwinds to look for in 2023.

Vice President & Portfolio Manager Steve Hall discusses the state of the consumer in the post-covid world, his approach to analyzing consumer businesses, and the opportunity in small- and mid-cap companies.

Vice President & Senior Portfolio Manager Romas Budd shares his most recent thoughts on inflation concerns, fixed-income markets and what investors who are holding bonds need to keep in mind in 2023.

Chief Investment Strategist Myles Zyblock shares his views on market and economic events, the outlook for 2023 and the opportunities, challenges and surprises that lie ahead.

Vice President & Portfolio Manager Robert Cohen shares his perspective on the nature of the current inflationary environment, and why his outlook for gold in 2023 is positive.

Vice President & Senior Portfolio Manager, David Fingold shared his thoughts on if interest rates and inflation will stay higher longer, if we are in a recession, the current challenges investing in this environment, and what he is optimistic about going forward.

Vice President & Senior Portfolio Manager, Noah Blackstein discusses the opportunity ahead for growth stocks, new leadership that often comes with a bear market, the impact that macro has had on markets this year and areas where his bottom-up investment process is finding opportunities.

Portfolio Manager Nick Stogdill discusses the notion that financials could be part of the new market leadership in the next market cycle and the breadth of opportunity in the sector.

Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position.

Vice President & Portfolio Manager Maria Benavente shares her thoughts on real estate as an inflation hedge, where the opportunities are within Real Estate, ESG framework, and the outlook on residential Real Estate in light of the changing regulatory environment and rapidly tightening monetary policy.

Vice President & Senior Portfolio Manager Derek Amery provides his thoughts on what 30 years of investing in fixed-income has taught him about managing through inflation concerns and volatile markets. Topics covered include central bank policy outlook, positioning your bond portfolio with recession risk on the horizon as well as what kind of opportunities active managers see in these turbulent markets.

Portfolio Manager Rose Devli shares her thoughts on the surging inflation we are seeing and how bonds can fit into your portfolio in the current environment. Rose also discusses her experience as a woman in capital markets and what it means to educate and empower others looking to succeed in similar roles.

Erinn King CFA®, Managing Director & Client Portfolio Manager, Payden & Rygel, shares her perspectives on navigating through the market as we move from inflation concerns to growth considerations.

Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on how the dynamics in energy markets have changed in 2022 given the war in Ukraine and the associated sanctions, as well as the push for energy independence and the integration of renewable energy.

Money conversations with our kids made simple. Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches joins us to share the tools that will help children develop a healthy relationship with money.

David Fingold, Vice President & Senior Portfolio Manager, discusses how the tragic situation in Eastern Europe is increasing geopolitical uncertainties and its impact on global equities.

Jason Gibbs, Vice President & Senior Portfolio Manager, discusses how emotions can make or break your investment success. We cannot predict where markets are going, but as investors we can focus on how to center our emotions and not let them direct our financial strategy.

Vishal Patel, Vice President & Portfolio Manager, discusses how volatility can be an opportunity to invest for long-term growth, regardless of short-term market volatility.

With record-low interest rates, possible rate hikes on the horizon and inflationary pressures looming, Romas Budd shares his insights into how investors can effectively integrate bonds into their portfolios.

With inflation increasing, what is the role of gold in portfolio construction – inflationary hedge, portfolio fundamental, or both? Join us as Robert Cohen shares his insights into investing in gold – today and tomorrow.

Why are quality Canadian equities undervalued on the world stage? Portfolio Manager Don Simpson shares his insights into Canadian equities and why there may be a current buying opportunity.

Confused about rising energy prices? Vice President & Portfolio Manager Jennifer Stevenson shares her insights into what’s behind the recent price increases and how it will impact your investments – and your future.

Martha Adams, Certified Financial Planner and best-selling author of Cleopatra's Riches shares her belief that understanding the “why” behind your relationship with money could help you more than focusing on the “how”.

Dans un contexte de rendements historiquement bas des titres à revenu fixe, Marc-André Gaudreau livre son point de vue et propose des stratégies novatrices. Le vice-président et gestionnaire de portefeuille principal met l’accent sur les trois thèmes suivants : remplacement des revenus anciennement générés par les obligations de sociétés de qualité, composition efficace de portefeuille et protection des avoirs contre une éventuelle hausse de l’inflation et des taux d’intérêt.

With fixed income yields at historic lows, Vice-President & Senior Portfolio Manager Marc-André Gaudreau provides his insights and innovative investment strategies. Marc-André focuses on three key themes – replacing former investment-grade bond income, effective portfolio construction and protecting portfolios from possible interest rate increases and rising inflation.

Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches, shares how we could be better prepared to achieve financial well-being by re-examining our relationship with money and understanding why it’s “more than math”.