On the Money with Dynamic

Martha Adams, Certified Financial Planner and best-selling author of Cleopatra’s Riches, shares how we could be better prepared to achieve financial well-being by re-examining our relationship with money and understanding why it’s “more than math”.

Vishal Patel, Vice President & Portfolio Manager, discusses the momentum of small and mid-cap companies over the past year, and the runway for growth in the coming months. 

Domenic Bellissimo, Vice President & Portfolio Manager, discusses the importance of bonds in an investment portfolio, the evolution of fixed income and the need to understand that with more risk comes more responsibility. 

David Fingold, Vice President & Senior Portfolio Manager discusses his market outlook, interest rates, small caps outperforming large caps, international markets vs. U.S. markets, and where he is finding opportunities.

Noah Blackstein, Vice President & Senior Portfolio Manager discusses how a lot of macro investing has morphed into factor investing or sector rotating as a result of changing market dynamics, most notably the swift rise in interest rates. 

Roger Rouleau, vice-président et gestionnaire de portefeuille, discute des actions privilégiées. Cette catégorie d’actif a connu son lot de hauts et de bas ces dernières années, mais l’année 2021 s’annonce prometteuse. M. Rouleau explique pourquoi il croit que les 12 à 24 prochains mois seront peut-être le bon moment d’y investir. 

Roger Rouleau, Vice President & Portfolio Manager discusses preferred shares. It has been an asset class that has had more than a few ups and downs over the last few years, but there is a sense that 2021 is shaping up to be a good year. Roger reveals why he thinks the next 12 to 24 months may make today a good time to invest.

Myles Zyblock, Chief Investment Strategist discusses his outlook for markets and economies in 2021, but with a lot of consideration given to the impacts of an unprecedented 2020 on both.

Ellen Bessner, Lawyer at Babin Bessner Spry LLP, Keynote Speaker and author,  explains how investors can get the very best from their advisors by understanding  how their advisors can help them achieve their personal and financial goals.

Tom Dicker, Vice President & Portfolio Manager, discusses the acute challenges that real estate has faced this year, but believes growth in the sector is turning around as the economy recovers. 

Vice President & Portfolio Manager Vishal Patel provides insights on the benefits of co-investing in founder and entrepreneur led businesses and the attributes he looks for when identifying the next great founder or entrepreneur. He also discussed where he expects to find opportunities as the global economy recovers. 

Vice President & Senior Portfolio Managers Romas Budd & Derek Amery provide their thoughts on the current investing landscape as low bond yields and a lower for longer interest rate environment continue to pose challenges for investors and their fixed income allocation.

Jennifer Stevenson, Vice President & Portfolio Manager, shares her perspective on the growing demand for renewable energy around the globe, and how the evolving climate change conversation, that is being supported by governments and the population, is changing how companies do business. 

David Fingold, Vice President & Senior Portfolio Manager, provides his perspective on how economic repair has now lead to economic expansion this year, and where he continues to focus his investment strategy.

Business Brain Expert, Dr. Brynn Winegard shares tips on how to boost your mental health and balance your work from home environment.

Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his insights on some of the key investment themes that have emerged this year and how to incorporate these in your investment decisions.

Jennifer Stevenson, Vice President & Portfolio Manager, discusses the acceleration of renewable energy production and how it can add growth to your portfolio.

Myles Zyblock, Chief Investment Strategist, explains his view on the economic recovery and alternatives as a third pillar in your portfolio with the potential to generate a positive return over time.

Mark Bowden, Expert in Body Language discusses how to connect and find opportunity in virtual communication.

Robert Cohen, Vice President and Portfolio Manager discusses the conversation around gold as an investment, and asset class is attracting the attention.

David Fingold, Vice President & Senior Portfolio Manager shares his thoughts on how high quality can out perform the volatility of the market.

Noah Blackstein, Vice President & Senior Portfolio Manager provides his insights on the speed and rebound of the market and the evolution of the digital transformation of companies.

Oscar Belaiche, Senior Vice President & Portfolio Manager, shares his thoughts on the market environment and how he continues to invest in companies that deliver a dividend or distribution using his philosophy.

Myles Zyblock, Chief Investment Strategist, provides his view on the ways investors should be thinking about their portfolio positioning.