On the Money with Dynamic Funds

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 retireesand 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, Frank Latshaw, explains how the benefits offered by infrastructure – stability, long-term growth, some yield – haven’t really changed. However, a different market cycle is presenting some challenges, creating the need to be more selective of opportunities.