Insight is Capital™ Podcast

We asked Stephen Lingard for his thoughts on the argument that low dispersion in Index stocks is making it harder for active investors to beat their benchmarks. 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 i...

Stephen Lingard talks about why the return of volatility is heralded by active investors. "If I was managing an ETF portfolio, I would probably have concerns about a changing regime – a lot of what has worked worked over the last few years has been because of high stock correlations, sector correlations, and even cross-country correlations," says Lingard. Stephen Lingard is senior multi-asset fund...

We exchange thoughts with Stephen Lingard on the very 'managed' economy, markets, prices, risk, and earnings of 'The Great Monetary Experiment,' that is nearly a decade old. What does the future hold as the central bankers turn down the volume? Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and...

With volatility and inflation continuing to be AWOL, we wondered if there is any connection between the two. Why have both of these factors remained at historical lows for so long – where have they gone, and did they go together? "In an idealized world, we would look to construct portfolios that gave us a pure expression of our views on each of the main investment factors," says Lingard. "By doing...

Stephen Lingard discusses, among other things, his strategic view that they continue to favour equities, because investors have had a long memory of the scars of 2008, and as a result this will most likely be the longest economic cycle on record. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada a...

In this first part of our featured podcast series with Stephen Lingard, SVP and portfolio manager, Franklin Templeton Managed Solutions, we discuss the importance of anticipating change. "When volatility is at historical lows, perhaps you don’t need to attempt to see where the lightning bolt comes from," says Lingard. "In a world that feels complacent and desensitized to many of the risks that we...

Dan Dupont maintains that reducing risk by reducing exposure to over-valued stocks is the key to long term success as an investor. The cost of valuation risk is potentially far greater than the cost waiting for opportunities. Dan Dupont is a portfolio manager at Fidelity Investments Canada. He manages Fidelity Canadian Large Cap Fund and co-manages Fidelity NorthStar Fund with legendary manager Jo...

Dan Dupont's passion for protecting his investors against downturns is worth more to him than the opportunity risk of the rising market. Dan Dupont is a portfolio manager at Fidelity Investments Canada. He manages Fidelity Canadian Large Cap Fund and co-manages Fidelity NorthStar Fund with legendary manager Joel Tilinghast. They are respectively rated 5 and 4 stars by Morningstar. He is also sub-p...

Dan Dupont talks about what the catalysts and conditions might be that will lead to a storm in the market, and that it's time for investors to 'bolt down the house.' Dan Dupont is a portfolio manager at Fidelity Investments Canada. He manages Fidelity Canadian Large Cap Fund and co-manages Fidelity NorthStar Fund with legendary manager Joel Tilinghast. They are respectively rated 5 and 4 stars by...

Dan Dupont talks shares his thoughts on why its time to think defensively as an investor. Dan Dupont is a portfolio manager at Fidelity Investments Canada. He manages Fidelity Canadian Large Cap Fund and co-manages Fidelity NorthStar Fund with legendary manager Joel Tilinghast. They are respectively rated 5 and 4 stars by Morningstar. He is also sub-portfolio manager of Fidelity Monthly income, Fi...

Dan Dupont recalls the important lessons of his childhood in rural Québec, and the key aspects of his investment strategy. Dan Dupont is a portfolio manager at Fidelity Investments Canada. He manages Fidelity Canadian Large Cap Fund and co-manages Fidelity NorthStar Fund with legendary manager Joel Tilinghast. They are respectively rated 5 and 4 stars by Morningstar. He is also sub-portfolio manag...

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, gets to the heart of the opportunity, providing an insightful and eloquent take on why investors need to consider the timing and the growth opportunity of Frontier Emerging Markets an opportunity that has been overshadowed by the last ten years bull market in US and Technology equities. Tune in.

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, continues the discussion on Insight is Capital™ about the kinds of companies that he is investing in for their rapid structural growth charactertistics. He calls these very well run Frontier Emerging Markets' companies "structural share gainers."

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund reminds us that Korea and Brazil were once dictatorships that have flourished with liiberalzation, and that the opportunity on a grand scale exists today for emerging markets that are undergoing widespread economic reforms and structural change. These former dictatorships are now fertile ground for today's investors.

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets, continues his discussion on the Insight is Capital podcast about the 'Four Neighbours,' whose companies are flourishing into their neighbouring economies and markets and 'gentrifyting' the frontier emerging markets with structural growth opportunities.

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, joins us to discuss the structural changes taking place in Frontier Emerging Markets, which includes the up and coming biggest IPO in world market history. What does it mean for investors? Tune in.

Som Seif, founder and CEO, Purpose Investments joins us to discuss risk management, and stresses that in a market environment like the one we're currently in, with markets at all time highs, valuations at historic highs, historically low volatility, and a climate of accomodative monetary policy, and risk-complacency, investors need to do far more than rebalance.

Som Seif, founder and CEO, Purpose Investments joins us to discuss the better economic news and central banks' change of tone, and what it possibly means for markets. Is good news still bad news? Tune in.

Som Seif, founder and CEO, Purpose Investments, discusses the unprecedented wall of worry that markets have been climbing for the better part of the last ten years since the financial crisis.

There is reason to believe that Warren Buffett is responsible for the boom in indexing and  the rapid ascent of Vanguard's Index ETFs.