On the Money with Dynamic Funds

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”.

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. 

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. 

Jim Morris, Head of Investment Management and Dan Yungblut, Head of Research, who are leading our firm through the evolution of ESG investing, discuss the spectrum of ways to access ESG strategies and opportunities.

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.

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. 

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. 

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.

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.