34 episodes
MD Market Watch Podcast MD Financial Management
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- Business
Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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Equities thrive, fixed income stalls as we wait for rate cuts
Description: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now.
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The fourth quarter put the year on its back: The importance of staying invested
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 than there was at the beginning of 2023, and for me, that looks pretty good for a well-managed, traditional 60/40 portfolio.
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Episode 33: Markets pull back in the third quarter – here’s what you need to know
We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now.
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Episode 32: Top-of-mind investing topics and questions with our portfolio managers
The portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more.
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Episode 31: Despite a solid performing second quarter, uncertainties remain
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.
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Looking back at a solid performing, but volatile first quarter
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 disclaimers and full transcript available here: https://invested.mdm.ca/episode-30-looking-back-at-a-solid-performing-but-volatile-first-quarter/