Insight is Capital™ Podcast

Michael Greenberg, Vice-President and Portfolio Manager, at Franklin Templeton Multi-Asset Solutions joins us to talk about his perspective on COVID-19 shocked markets, and his outlook on markets, behavioural finance, rebalancing, and opportunities. Full transcript

Our conversation with Hubert Marleau, Market Economist, Palos Management, about macro, micro, and mini-micro market and economic considerations in the present and his clear-eyed expectations of what the future holds, post-COVID-19.  

Our conversation with Judy Paradi and Paulette Filion, partners at StrategyMarketing.ca, and co-authors of the terrific new book, “Invest in HER, The Smart Financial Advisor’s Guide to Winning Female Clients.” According to numerous studies, women are on course to control about half of all accumulated wealth in Canada within the next decade. The financial industry, though, which remains dominated b...

Our conversation with Capital Markets Strategist, Guy Haselmann, on COVID-19's market, economic and social shock, and contemplating what the exit from the economic shutdown may look like, and how it may reshape things.

Sandy Liang, Portfolio Manager of the Purpose Credit Opportunities Fund, Purpose Investments shares his expert critique on the differences and similarities between the 2008 and 2020 Bond and Credit Market Crisis. In our conversation, Sandy Liang provides valuable insight on how the credit market works, his fund's defensive posture going into the drawdown, and the correction/opportunity set that ha...

Mark Noble, EVP, Horizons ETFs, and Head of ETF Strategy joins us for this in-depth conversation. We explore some controversial long-time questions about ETFs, equity and fixed income markets liquidity in the context of the high-speed COVID-19 pandemic market panic, in this honest discussion about whether or not ETFs have been a blessing or a curse to capital markets. Transcript ( coming soon )

David Picton, President and Portfolio Manager, Picton Mahoney Asset Management, joined us at the CETFA Mindpath ETF Conference. The lifespan and sustainability of the 60/40 portfolio has been a subject great debate as both equity and bond markets ascend the late end of this market cycle. Investors are facing high equity valuations, low dividend yields, and low bond yields. Risk is rising, while ex...

Daniel Straus , Vice President, Head of ETF Research and Strategy, at National Bank Financial, joined us for an insightful conversation about the the trends that are shaping the retail investment advice landscape in Canada. Canada, birthplace of the first ETF (turning 30 in 2020), is also now the world leader in development and adoption of actively managed ETFs. We talk about the fundamental reaso...

Rodrigo Gordillo and Mike Philbrick, co-founders of Resolve Asset Management contend that it's time to get comfortable being uncomfortable. We're late in the cycle, bond yields are at lows, equity valuations are very high, and that means long term investment returns from the conventional 60/40 equity bond portfolio have a high probability of being lower than expected, and that near-term downside r...

We recently sat down with Som Seif, Founder and CEO of Purpose Investments, to catch up with him on markets and strategy. In this episode, we discuss the Fed's about face on interest rates, and what it may mean for investors. But more relevant in this conversation was the angle of discussion on where and how investors/advisors may posiition fixed income and equities for total return in the acutely...

Dan Richards , CEO, Client Insights, joined us at the CETFA Mindpath ETF 2018 Conference , to talk about how advisors need to excel in terms of the value that they provide to clients. The level of scrutiny that investors are putting on what they're getting for what they're paying is intensified, and will continue to intensify. Many advisors are locked in the past to some extent, and there is also...

Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm's findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of the investment business evolves, as a result of the convergence of AI, Fintech,...

Jason Del Vicario is a discretionary portfolio manager at Hillside Wealth Management (operating within Holliswealth/IA Securities) in Vancouver, BC. Jason's experience is varied, however, not unlike that of many Canadian advisors. Over the course of his career, and as a result of key decisions, he evolved into the discretionary fee-based portfolio manager he always envisioned being. Many advisors...

We recently had an enlightening deep-dive conversation with Purpose Investments’ Greg Taylor, portfolio manager of the Purpose Marijuana Opportunities Fund (MJJ.NO) about his outlook for the hot Canadian cannabis sector. He also manages Purpose Investments’ Canadian Equity mandates, so we also discussed his outlook for the Canadian energy and banking sectors as well.

Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada, the U.S., and the Global Economy, and what to do with assets given the current economic and market environment we are entering. AA: Hello and thank you for listening to the Insight is Capital podcast™. This is Pierre Daillie, Managing Editor of the AdvisorAnalyst.com and today we ar...

Som Seif, CEO, Purpose Investments discusses how his outlook has changed since the return of volatility to the markets in February of this year. We discuss areas of the market to avoid or reduce, and areas of the market that he favours.

In this podcast, Dan Kelley, portfolio manager, Fidelity Investments, discusses how the opportunity of investing in founder-led companies has historically translated in higher returns. As a high school student, one of Dan Kelley's first jobs was working in a supermarket. At a young age he was interested in how businesses worked, how they were run. In high school he was inspired by legendary invest...

We recently chatted with Sandy Liang, President, Purpose Investments Partners, and high yield fixed income portfolio manager to discuss his thesis on credit risk vs. interest rate risk for investors seeking yield in a rising rates environment. "Interest rate risk, or the risk of bond investments going down in value from a change in rates, is more worrisome right now than credit risk, or the risk t...

We recently caught up with Sandy Liang, President, Purpose Investments Partners, and high-yield fixed income portfolio manager. Sandy's exemplary career on both the buy-side and sell-side in equities, and more notably in high yield, on Wall Street. have earned him a reputation as a shrewd, no-nonsense high yield and corporate bond portfolio manager. As a preamble to our discussion about where the...

In this final segment of our conversation with Tom O'Gorman, CFA, Portfolio Manager and Director of Franklin Bissett Fixed Income, we discuss the areas of opportunity in the bond market that he and Franklin Bissett Fixed Income are currently favouring. Where are the Fixed Income Opportunities in a rising interest rate environment? Thank you for listening. About Tom O'Gorman Tom O'Gorman, CFA, Seni...

In this segment of our conversation with Tom O'Gorman, CFA, SVP, Director of Fixed Income as Franklin Bissett Investment Management, we discuss the possibility that China's Forex reserve bond buying, which has resumed very strongly in the second half of 2017, may be the White Knight of the Fed's unwinding of QE as it turns down the volume on it's bond purchase program.   About Tom O'Gorm...

In this segment of in depth discussion about the bond market, Tom O'Gorman points out that while there is definitely inflation within financial market prices, its not clear whether there is clear pricing and consumer inflation. Are central banks caught between a pillar and post of conflicting views on inflation? What lies ahead? Our conversation continues.   About Tom O'Gorman Tom O'Gorman, C...

We recently chatted with Tom O'Gorman, Senior Vice President, Director of Franklin Bissett Fixed Income, at Franklin Bissett Investment Management. Via the flattening of the yield curve the bond market has been expressing doubts about the economy, so we asked Tom O'Gorman to share his outlook, his perspectives on the market, and his thoughts on perception versus reality. Is the bond market right a...

In this podcast, we chatted at length with Stephen Lingard, SVP, and Portfolio Manager, Franklin Templeton Managed Solutions, about his Multi-Asset outlook for 2018. Steven Lingard shares his candid views about what this year and forward holds in store for investors, and how to prepare in advance for the change in regime that is underway, as central banks continue in their efforts to turn down the...

In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year and beyond. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research, strategy, asset all...