On the Money with Dynamic Funds

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.