MD Market Watch Podcast

With conflict in the Middle East intensifying, Wesley Blight and Yuko Girard, Portfolio Managers from the Multi-Asset Management Team of 1832 Asset Management, join the podcast to discuss what this means for energy, inflation, the global economy and how our clients’ portfolios are positioned at this time.    

With tensions escalating into conflict in the Middle East, a wave of uncertainty and volatility has hit global markets. The news cycle is moving faster than most can process, so Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to provide some investment management perspective and insights for long-term investors. 

After 3 years of markets reaching new highs, many are asking whether we are in a bubble or if there’s more room to run. Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to chat about what’s really driving markets, the influence of artificial intelligence (A.I.) and what all of it could mean for your portfolio in 2026. 

Is it time to celebrate or worry? With equity markets at all-time highs despite a slowing global economy, Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, unpacks the situation. Other topics covered in the episode include trade, A.I., interest rates and key investment lessons taken from the current environment.

The portfolio management team address top-of-mind questions coming from our clients and advisors. In this episode, we discuss the multi-faceted relationship between Canada and the U.S., fixed income and equity markets, our portfolio management approach in the current environment, artificial intelligence (A.I.) and more. Hosted by Susan Petersson, this episode features Wesley Blight, Richard Schmid...

After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead with Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Yuko Girard, VP and Portfolio Manager. 

In this episode, the portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include our outlook, with a focus on the U.S. given current events, what the team has done and how it works during times of increased uncertainty, a discussion on how active management adds value and more. Hosted by Susan Petersson, this epi...

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, VP and Portfolio Manager, discuss tariffs, market volatility and what it all means for investors.

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at an overall strong 2024 and discuss top-of-mind topics – including the interest rate and inflation environment, expectations for market performance, portfolio positioning, and more.

The portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include the new Trump administration, tariffs, our U.S. equity positioning, the resignation of Prime Minister Trudeau and more. Hosted by Susan Petersson, Portfolio Manager and Director, this episode features Mark Fairbairn, Wesley Blight, Yuko Girard and Ri...

With the launch of the MD Platinum™ Global Private Real Estate 2025 Trust, we discuss private real estate – what it is, how it works, its benefits and more. 

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, delve into the Federal Reserve’s first interest rate cut, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into the last quarter of the year and beyond.

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, reflect on the first six months of the year and discuss what we can expect for the remainder of 2024. Topics covered in this episode include interest rate cuts, interest rate expectations, artificial intelligence, the strong performance of U.S. equ...

The basics of investing, from GICs, stocks, bonds, mutual funds and ETFs, to common investing misconceptions and the value of an advisor. Listen now. 

Description: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now.

There’s three reasons to stay invested right now. Number one, fixed-income outlook looks particularly more appealing than it’s been for most of the past several years. For stocks, even after a nice run, valuations are starting to get a little high, but it’s a big market, so it’s very attractive for our long-term return assumptions, as we can diversify portfolios. Now, there’s less uncertainty now...

We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now.

The portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more.

We look back at the key drivers of investment performance in the second quarter of 2023 and discuss how to position your portfolio. Listen now.

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in the first quarter of 2023. This includes their outlook and discussion on portfolio positioning to take advantage of opportunities and avoid risks given recent market developments. Legal disc...

Wesley Blight, Portfolio Manager, and Belgacem Ghazi, Senior Portfolio Analyst, of the Multi-Asset Management Team of 1832 Asset Management, join the MD Market Watch Podcast to discuss private equity, which is back by popular demand via the launch of the MD Platinum Global Private Equity 2023 Trust. We reviewed private equity basics, how the asset class has been impacted by recent events, MD’s pri...

This special episode is playback of a conversation with the portfolio management team about recent performance and performance expectations. Hosted by Kelli Costigan, PIC Portfolio Manager, this episode features Wesley Blight, Mark Fairbairn, and Richard Schmidt of the Multi-Asset Management Team.  Legal disclaimers and full transcript available here: https://invested.mdm.ca/portfolio-performance-...

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in 2022, discuss their outlook for 2023 and describe how we’re positioned to take advantage of opportunities and avoid risks to start the year.  Legal disclaimers and full transcript available...

Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager, of the Multi-Asset Management Team of 1832 Asset Management reflect on the third quarter and discuss their outlook for the rest of the year. Topics discussed include inflation, the interest rate environment, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: ht...