On the Money with Dynamic

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green, delve into the dynamic realm of exchange-traded funds. In this episode, they are joined by special guest Bloomberg Intelligence analyst, Eric Balchunas. Together, they examine the complexities of active versus passive ETF investing, the U.S. ETF landscape and discuss the intriguing world of Bitcoin E...

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena dive into the intricacies of constructing a Paycheque portfolio. In this episode, they explore the unique asset classes needed for building a portfolio dedicated to generating a steady income in retirement. From the importance of alternative investments, annuities, and growth strategies, they...

Chief Investment Strategist, Myles Zyblock and David De Pastena, Vice President, Portfolio Solutions, as they reflect on the intriguing twists of 2023 and share insights into what lies ahead in 2024. From the surprising rebound of large-cap tech companies to global economic trends and the potential impacts of AI, this podcast explores the key factors shaping investment strategies and the outlook f...

David De Pastena, vice-président des Solutions de portefeuille, se penchent sur les intrigants rebondissements de 2023 et partagent leur vision de ce que nous réserve 2024. Dans ce balado, il explorent certains facteurs clés qui orientent les stratégies de placement et les perspectives des différentes catégories d’actifs, qu’il s’agisse du rebond surprenant des sociétés technologiques à grande cap...

Vice President & Portfolio Manager, Jennifer Stevenson, discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and how Canadian energy companies check a lot of the right boxes.

Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs Alan Green, explore money movement within the Canadian ETF industry over this past year. They discuss the driving forces behind various market segments and evaluate some regulatory shifts that can potentially shape the industry. From traditional ETFs to crypto ETFs, they analyze how market dynamics can impact inves...

Vice President of ETF Distribution Peter Tomiuk and Vice-President and Head of ETFs Alan Green, dissect the fundamental essence of ETFs and delve into their investment industry evolution. Together we will uncover the tale of their rise, current positioning, and offer an insightful glimpse into the probable pathways that await the ETF industry in the coming years.

Vice President & Portfolio Manager Tom Dicker and Vice President & Senior Portfolio Manager Jason Gibbs discuss what’s been happening in the bond and equity markets year-to-date that has led investors into the “cash trap”. While GICs offer an attractive short-term solution, for longer term investors the importance of dividend paying equities to grow a portfolio remains intact. Uncertainty in the m...

Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill as they rewind to the banking upheaval of March and fast forward to the evolving financial landscape. Nick and Tom break down the crisis's aftermath, exploring the factors influencing Canadian banks, regulatory changes, and the rise of alternative financial players. Gain valuable insights into the strategi...

Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes.

Chief Retirement Income Strategist, Daryl Diamond explores the paycheque portfolio approach for retirees and depicts how it can offer a more stable and stress-free retirement income, regardless of market fluctuations. 

David De Pastena, vice-président, Solutions de portefeuilles, met en lumière les approches de placement possibles d’adopter à la retraite durant les turbulences des marchés. Apprenez-en plus au sujet des stratégies de placement en fonction du passif auxquelles ont fréquemment recours les caisses de retraite. Découvrez aussi en quoi elles se comparent au concept des portefeuilles à revenus. Cette b...

Vice President & Portfolio Manager, Eric Mencke, discusses the benefits of active management in sustainable investing, our multi-thematic approach, examples of companies addressing these challenges, and why we’re optimistic about a more sustainable economy for the future.

David De Pastena, vice-président, Solutions de portefeuilles, explique comment les marchés volatils ont forcé de nombreuses personnes à la préretraite à reporter leur départ de la vie active. Il met en lumière l’importance des cinq années les plus payantes passer à cette prochaine étape.

Vice President & Portfolio Manager, Maria Benavente, discusses the challenges facing the real estate sector, recent developments in transactions volumes, and opportunities amidst record negative sentiment.

Vice President & Portfolio Manager Bill McLeod discusses the Canadian equity investing landscape, focusing on what’s driving performance and where to find opportunities.

Chief Retirement Income Strategist, Daryl Diamond delves into the intricacies of retirement income planning. He shares essential insights and valuable strategies to shift your focus from accumulation to generating consistent cashflows for your retirement lifestyle.

David De Pastena, vice-président, Solutions de portefeuilles, explique les raisons pour lesquelles les fonds de retraite peuvent s’épuiser plus rapidement que prévu. Il discute de la réalité du prolongement de l’espérance de vie et de son effet sur les rendements.

Vice President & Senior Portfolio Manager, Noah Blackstein discusses why he believes there is a generational opportunity ahead for growth stocks, the impact that macro events have had on markets historically and this year, the U.S. Federal Reserve, Artificial Intelligence and the Cloud, and areas where his bottom-up investment process is finding opportunities.

Vice President & Portfolio Manager Jennifer Stevenson discusses the growth potential and investment opportunities for the global transition to clean energy, as well as the incremental value that active management can add in the space. 

Vice President & Portfolio Manager Vishal Patel shares his thoughts on the importance of Artificial Intelligence (AI), how it will impact various industries from an investment standpoint, and how this technology will impact how we work and play.

Vice President & Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through how options work and the benefits they can provide, including a robust yield, buying equities at a discount and portfolio protection that can help lower volatility. Isn’t it time to take a closer look at options?

Vice President & Portfolio Manager Richard Lee discusses how alternatives are now becoming core investments and over the long term they will become a critical component of an investor’s portfolio.

Recent events affecting the U.S. and European, banking sectors have created uncertainty for investors. Chief Investment Strategist Myles Zyblock and Vice President & Senior Portfolio Manager Jason Gibbs share their thoughts on managing emotions during turbulent times and the importance of staying invested for the long term.

In this special edition of On The Money, which is only available until April 10th, 2023, Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill to take a deeper look at the series of events that have shaken the global banking sector in recent weeks and the downstream effects for other sectors of the market, including potential impacts on commercial real estate...