Episodes

  • 3Q24 in Review with the Multi-Asset Management Team

    3Q24 in Review with the Multi-Asset Management Team
    Oct 7 2024
    With three quarters down, equity markets enjoyed another robust quarter, with gains pushing many indices to new heights. Fixed income has been thriving amid easing central bank policies in Canada, the US, and beyond. Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They delve into significant 2024 events: the Federal Reserve’s first interest rate cut in September, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into 2025.
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    32 mins
  • 2Q24 In Review With The Multi-Asset Management Team

    2Q24 In Review With The Multi-Asset Management Team
    Jul 11 2024
    With the first half of 2024 behind us, the equity market rally persisted, driven in part by the AI narrative. In Canada, equity markets remained relatively flat during the second quarter, while fixed income experienced a resurgence. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They discuss key events of 2024 so far, including the recent interest rate cut by the Bank of Canada, diverging monetary policies compared to the US, the impact of AI narratives on the markets, and what lies ahead for the second half of the year.
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    26 mins
  • Cash, GICs or Bonds? Help for those looking for answers

    Cash, GICs or Bonds? Help for those looking for answers
    Apr 30 2024
    A conversation with Vice President & Head of Research, 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 portfolio construction and your long-term financial goals when compared to passive investing.
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    14 mins
  • 1Q24 in review with the Multi-Asset Management Team

    1Q24 in review with the Multi-Asset Management Team
    Apr 15 2024
    In the first quarter of 2024, we witnessed a continuation of the equity market rally, while the fixed income story was more challenging. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They delve into the events of 2024 so far, including inflation trends in the US and Canada, global market dynamics, and provide insights on what lies ahead for the remainder of the year.
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    18 mins
  • 4Q23 in review with the Multi-Asset Management team

    4Q23 in review with the Multi-Asset Management team
    Jan 24 2024
    After up-and-down performance through the first three quarters of 2023, strong fourth quarter returns drove impressive market returns for 2023 in total. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key lessons of 4Q23, and their thoughts on what that means for the future.
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    19 mins
  • The Cash Trap

    The Cash Trap
    Dec 6 2023
    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 market has created opportunities in high-quality dividend stocks.
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    19 mins
  • 3Q23 in review with the Multi-Asset Management team

    3Q23 in review with the Multi-Asset Management team
    Oct 18 2023
    After delivering solid performance in the first half of 2023, markets pulled back in the third quarter. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key takeaways of 3Q23, and their thoughts on where things will go from here.
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    15 mins
  • 2Q23 in review with the Multi-Asset Management team

    2Q23 in review with the Multi-Asset Management team
    Jul 13 2023
    16 mins