
On the Money with Dynamic
123 episodes — Page 3 of 3

S2 Ep 14Small Caps - Big Potential?
Vishal Patel, Vice President & Portfolio Manager, discusses the momentum of small and mid-cap companies over the past year, and the runway for growth in the coming months.

S2 Ep 13Where Bonds Fit in Today’s Investment Universe
Domenic Bellissimo, Vice President & Portfolio Manager, discusses the importance of bonds in an investment portfolio, the evolution of fixed income and the need to understand that with more risk comes more responsibility.

S2 Ep 11We Remain Optimistic on the Economy
David Fingold, Vice President & Senior Portfolio Manager discusses his market outlook, interest rates, small caps outperforming large caps, international markets vs. U.S. markets, and where he is finding opportunities.

S1 Ep 10Focus Remains On the Fundamentals
Noah Blackstein, Vice President & Senior Portfolio Manager discusses how a lot of macro investing has morphed into factor investing or sector rotating as a result of changing market dynamics, most notably the swift rise in interest rates.

S2 Ep 10Moment propice pour investir dans les actions privilégiées
Roger Rouleau, vice-président et gestionnaire de portefeuille, discute des actions privilégiées. Cette catégorie d’actif a connu son lot de hauts et de bas ces dernières années, mais l’année 2021 s’annonce prometteuse. M. Rouleau explique pourquoi il croit que les 12 à 24 prochains mois seront peut-être le bon moment d’y investir.

S2 Ep 9A Good Time to Invest in Preferred Shares
Roger Rouleau, Vice President & Portfolio Manager discusses preferred shares. It has been an asset class that has had more than a few ups and downs over the last few years, but there is a sense that 2021 is shaping up to be a good year. Roger reveals why he thinks the next 12 to 24 months may make today a good time to invest.

S2 Ep 8Navigating the year ahead
Myles Zyblock, Chief Investment Strategist discusses his outlook for markets and economies in 2021, but with a lot of consideration given to the impacts of an unprecedented 2020 on both.

S2 Ep 7Happy Clients, Happy Advisors
Ellen Bessner, Lawyer at Babin Bessner Spry LLP, Keynote Speaker and author, explains how investors can get the very best from their advisors by understanding how their advisors can help them achieve their personal and financial goals.

S2 Ep 6Real Estate Outlook for 2021
Tom Dicker, Vice President & Portfolio Manager, discusses the acute challenges that real estate has faced this year, but believes growth in the sector is turning around as the economy recovers.

S2 Ep 5The Benefits of Co-Investing with Company Founders and Entrepreneurs
Vice President & Portfolio Manager Vishal Patel provides insights on the benefits of co-investing in founder and entrepreneur led businesses and the attributes he looks for when identifying the next great founder or entrepreneur. He also discussed where he expects to find opportunities as the global economy recovers.

S2 Ep 4Finding Yield Opportunities in Today’s Turbulent Market Environment
Vice President & Senior Portfolio Managers Romas Budd & Derek Amery provide their thoughts on the current investing landscape as low bond yields and a lower for longer interest rate environment continue to pose challenges for investors and their fixed income allocation.

S2 Ep 2The Renewable Energy Evolution
Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on the growing demand for renewable energy around the globe, and how the evolving climate change conversation, that is being supported by governments and the population, is changing how companies do business.

S2 Ep 1Recession to Global Repair of the Economy
David Fingold, Vice President & Senior Portfolio Manager, provides his perspective on how economic repair has now lead to economic expansion this year, and where he continues to focus his investment strategy.

S1 Ep 10Zoom Fatigue
Business Brain Expert, Dr. Brynn Winegard shares tips on how to boost your mental health and balance your work from home environment.

S1 Ep 9Exploring Today’s Key Investment Themes
Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his insights on some of the key investment themes that have emerged this year and how to incorporate these in your investment decisions.

S1 Ep 8The Evolving Landscape of Renewable Energy Production
Jennifer Stevenson, Vice President & Portfolio Manager, discusses the acceleration of renewable energy production and how it can add growth to your portfolio.

S1 Ep 7Looking Beyond the Traditional Portfolio
Myles Zyblock, Chief Investment Strategist, explains his view on the economic recovery and alternatives as a third pillar in your portfolio with the potential to generate a positive return over time.

S1 Ep 6How to win trust, gain credibility and motivate through virtual communication
Mark Bowden, Expert in Body Language discusses how to connect and find opportunity in virtual communication.

S1 Ep 5Protect your Purchasing Power with Gold
Robert Cohen, Vice President and Portfolio Manager discusses the conversation around gold as an investment, and asset class is attracting the attention.

S1 Ep 4Can We Outperform the Market?
David Fingold, Vice President & Senior Portfolio Manager shares his thoughts on how high quality can out perform the volatility of the market.

S1 Ep 3The Digital Transformation of Enterprises
Noah Blackstein, Vice President & Senior Portfolio Manager provides his insights on the speed and rebound of the market and the evolution of the digital transformation of companies.

S1 Ep 2Rule One Protect Capital; Rule Two Never Forget Rule One
Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his thoughts on the market environment and how he continues to invest in companies that deliver a dividend or distribution using his philosophy.

S1 Ep 1Investors Should Stick to Long-Term Investment Plan
Myles Zyblock, Chief Investment Strategist, provides his view on the ways investors should be thinking about their portfolio positioning.