On the Money with Dynamic

Vice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a tech-driven bull market. They highlight unique opportunities in undervalued defensive sectors like healthcare and consumer staples. 

Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs, Alan Green dive into why ETF markets in both Canada and the U.S. surged to new heights with record inflows in 2024, and also speculate on potential trends for 2025. They discuss the investment landscape that set up 2024’s unprecedented boom and dig into the current environment in an attempt to determine what that...

Myles Zyblock, Chief Investment Strategist explores the implications of the Trump 2.0 administration in the year ahead. Amid cautious optimism around pro-growth policies, lower interest rates, potential deregulation in the U.S., and uncertainties around trade policies, Myles reviews the economic growth trends of 2024 and forecasts for 2025. He highlights the promise of positive growth and receding...

Vice President and Head of ETFs, Alan Green and Vice President of ETF Distribution, Peter Tomiuk are joined by Chris Pitts, Partner, Asset & Wealth Management at PwC to discuss the momentum in Canadian and Global ETF flows. Chris present’s findings from PwC's recent decade-long ETF survey publication, focusing on key trends such as the innovations in thematic offerings, how the influence of techno...

Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through the various covered options ETF strategies available. Beginning with the basics in understanding covered call writing and cash-secured put writing they highlight the key differences and benefits between the strategies to help investors select the best “option” for their portfolio.

In this episode, Mark Brisley, Managing Director & Head of Dynamic Funds and Jean-François Perrault, Senior Vice-President & Chief Economist at Scotiabank, explore the effects of the U.S. election outcome on the Canadian economy amid the recent stock market rally and the implications for Canadian investors in light of the shifting U.S. policies to come. As investors anticipate tax cuts and deregul...

Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Rebekah Young, Vice President, Head of Inclusion and Resilience Economics to discuss the challenges facing Canadians as they underestimate life expectancy and unplanned health-related costs looming in their senior years. Daryl and Rebekah emphasize the importance of proactive dis...

Dans cet épisode, Éric Hallé, Vice-président régional, est du Canada, reçoit Roger Rouleau, vice-président et gestionnaire de portefeuille, pour examiner les avantages d’investir dans les obligations à escompte. Cet épisode a pour objectif d’aider les détenteurs de titres à revenu fixe à comprendre les importants changements survenus sur le marché obligataire et à trouver des stratégies pour conse...

Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the opportunities for bond investors and how actively ma...

Vice President & Senior Portfolio Manager Romas Budd sits down with Vice President & Senior Portfolio Manager Derek Amery to discuss the recent move by the US Federal Reserve to cut interest rates by half a percentage point, kicking off what could be a steady period of easing in the US.

Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money management, to discuss the findings of a new groundbreaking study that challenges conventional wisdom about bond investing. Professor Cremers highlights the challenges encountered by asset managers in passive...

Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upcoming products, to the adoption and use of multi-asset, active and income-generating ETFs. 

David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth, Co-creator of the Savvy Cybersecurity Training Program, and Co-author of Hack-Proof Your Life Now! The New Cybersecurity Rules, to discuss how individuals and small businesses can stay safe online. Devin explains what cybersecurity is, what to be aware of, how to protect yourself, available resourc...

Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical challenges retirees face with bond income, volatility, and fluctuating rates. Marc-André explains how active fixed income management can outperform passive strategies, and why bonds may offer higher yie...

Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point for long-term investors.

Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise. 

Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, this conversation can help you sort out where diffe...

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your ETF investments.

Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains inclusion rate, changes for real estate owners and...

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving ETF growth and solutions for Canadian investors.

Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equities, while Daryl emphasizes critical tax-efficie...

Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager Ryan Nicholl takes you around the world highlighting the regions and sectors where he is finding the best opportunities in today’s market environment to invest in quality defensive businesses.

A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portf...

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts to optimize tax-efficient investment choices for r...

Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager, Jeremy Lucas explore a broad range of topics in credit and issues facing investors today. Jeremy highlights the risks and opportunities in credit markets and provides insights into Dynamic’s Specialized Credit Team’s investment process.