On the Money with Dynamic

Vice President & Portfolio Manager Jeremy Lucas shares his most recent thoughts on the macro-economic environment, the impact of monetary policy on fixed income and credit in particular, as well as opportunities and potential headwinds to look for in 2023.  

Vice President & Portfolio Manager Steve Hall discusses the state of the consumer in the post-covid world, his approach to analyzing consumer businesses, and the opportunity in small- and mid-cap companies.

Vice President & Senior Portfolio Manager Romas Budd shares his most recent thoughts on inflation concerns, fixed-income markets and what investors who are holding bonds need to keep in mind in 2023. 

Chief Investment Strategist Myles Zyblock shares his views on market and economic events, the outlook for 2023 and the opportunities, challenges and surprises that lie ahead.

Vice President & Portfolio Manager Robert Cohen shares his perspective on the nature of the current inflationary environment, and why his outlook for gold in 2023 is positive. 

Vice President & Senior Portfolio Manager, David Fingold shared his thoughts on if interest rates and inflation will stay higher longer, if we are in a recession, the current challenges investing in this environment, and what he is optimistic about going forward.

Vice President & Senior Portfolio Manager, Noah Blackstein discusses the opportunity ahead for growth stocks, new leadership that often comes with a bear market, the impact that macro has had on markets this year and areas where his bottom-up investment process is finding opportunities.

Portfolio Manager Nick Stogdill discusses the notion that financials could be part of the new market leadership in the next market cycle and the breadth of opportunity in the sector.

Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position.

Vice President & Portfolio Manager Maria Benavente shares her thoughts on real estate as an inflation hedge, where the opportunities are within Real Estate, ESG framework, and the outlook on residential Real Estate in light of the changing regulatory environment and rapidly tightening monetary policy.

Vice President & Senior Portfolio Manager Derek Amery provides his thoughts on what 30 years of investing in fixed-income has taught him about managing through inflation concerns and volatile markets. Topics covered include central bank policy outlook, positioning your bond portfolio with recession risk on the horizon as well as what kind of opportunities active managers see in these turbulent mar...

Portfolio Manager Rose Devli shares her thoughts on the surging inflation we are seeing and how bonds can fit into your portfolio in the current environment. Rose also discusses her experience as a woman in capital markets and what it means to educate and empower others looking to succeed in similar roles. 

Erinn King CFA®, Managing Director & Client Portfolio Manager, Payden & Rygel, shares her perspectives on navigating through the market as we move from inflation concerns to growth considerations.

Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on how the dynamics in energy markets have changed in 2022 given the war in Ukraine and the associated sanctions, as well as the push for energy independence and the integration of renewable energy.

Money conversations with our kids made simple. Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches joins us to share the tools that will help children develop a healthy relationship with money.

David Fingold, Vice President & Senior Portfolio Manager, discusses how the tragic situation in Eastern Europe is increasing geopolitical uncertainties and its impact on global equities.

Jason Gibbs, Vice President & Senior Portfolio Manager, discusses how emotions can make or break your investment success. We cannot predict where markets are going, but as investors we can focus on how to center our emotions and not let them direct our financial strategy.

Vishal Patel, Vice President & Portfolio Manager, discusses how volatility can be an opportunity to invest for long-term growth, regardless of short-term market volatility.

With record-low interest rates, possible rate hikes on the horizon and inflationary pressures looming, Romas Budd shares his insights into how investors can effectively integrate bonds into their portfolios.

With inflation increasing, what is the role of gold in portfolio construction – inflationary hedge, portfolio fundamental, or both? Join us as Robert Cohen shares his insights into investing in gold – today and tomorrow.

Why are quality Canadian equities undervalued on the world stage? Portfolio Manager Don Simpson shares his insights into Canadian equities and why there may be a current buying opportunity.

Confused about rising energy prices? Vice President & Portfolio Manager Jennifer Stevenson shares her insights into what’s behind the recent price increases and how it will impact your investments – and your future.

Martha Adams, Certified Financial Planner and best-selling author of Cleopatra's Riches shares her belief that understanding the “why” behind your relationship with money could help you more than focusing on the “how”. 

Dans un contexte de rendements historiquement bas des titres à revenu fixe, Marc-André Gaudreau livre son point de vue et propose des stratégies novatrices. Le vice-président et gestionnaire de portefeuille principal met l’accent sur les trois thèmes suivants : remplacement des revenus anciennement générés par les obligations de sociétés de qualité, composition efficace de portefeuille et protecti...

With fixed income yields at historic lows, Vice-President & Senior Portfolio Manager Marc-André Gaudreau provides his insights and innovative investment strategies. Marc-André focuses on three key themes – replacing former investment-grade bond income, effective portfolio construction and protecting portfolios from possible interest rate increases and rising inflation.