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Episode 110 | Back to school, back to business
Episode 110
We’re just weeks away from yet another school year—but not before Macan heads out on a last-minute vacation. Will Kevin be forced to deal with a market fallout in his absence? Join our dynamic co-ch…
Published on 8 hours ago
Episode 109 | Behind the headlines: a deep dive into the latest stories
Episode 109
Summer has officially kicked into high gear, and many of us are looking to wind down and bask in the heat. Yet, headlines continue to pour in—making it important to stay on top of market developments…
Published on 4 weeks, 1 day ago
Episode 108: Half-year outlook—all eyes on the second half of 2025
Episode 108
Warmer days are on the horizon, and while many of us are planning our next vacation spots, others are looking back at the half year and recalibrating their portfolios for what lies ahead. What happen…
Published on 2 months ago
Episode 107: The future of the U.S. dollar: dissecting the Mar-a-Lago Accord
Episode 107
Is the greenback currently at an inflection point? Listen in as our Capital Markets Strategy Team weighs in on the U.S. administration’s proposed economic and trade initiatives, including the Mar-a-L…
Published on 3 months ago
Episode 106: U.S. trade policy in review—how “Liberation Day” tariffs roiled markets
Episode 106
The magnitude of the U.S. administration’s “Liberation Day” tariffs surely caught investors off guard. How did markets react to the news? Will U.S. trade policy reshape global trade dynamics? Join ou…
Published on 4 months ago
Episode 105: Europe front and center—is capital beginning to flow overseas?
Episode 105
European equities have recently outpaced their U.S. counterparts, setting the stage for a potential resurgence in overseas markets. Is this the start of a significant rotation into European equities?…
Published on 4 months, 4 weeks ago
Episode 104: Navigating tariffs, policy and Canada-U.S. trade tensions
Episode 104
Rising tensions, evolving trade policies, and potential tariffs have sparked widespread discussions—even going as far as rallying hockey fans on both sides of the Canada-US border. Are these policies…
Published on 5 months, 3 weeks ago
Episode 103: 2025 at a glance—what’s in store for investors?
Episode 103
2025 is in full swing! What can we expect from equity and fixed income markets as the year gradually unfolds? Our first podcast episode of 2025 is an absolute must-listen. Hear from our Co-Chief Inve…
Published on 6 months, 4 weeks ago
Episode 102: Outlook 2025—gearing up for the year ahead
Episode 102
The festive holiday season is upon us and what better time than now to reflect and prepare for the road ahead. Don’t miss out on this unique opportunity to hear from Kevin and Macan as they look t…
Published on 8 months, 1 week ago
Episode 101: Fortified, not glorified: who says investing shouldn’t be boring? —Market Insights Monthly special edition
Episode 101
Data surprises, recession concerns, shifting U.S. Federal Reserve policy? What if building a resilient portfolio mattered more than predicting future outcomes. This month, our Co-Chief Investment Str…
Published on 9 months ago