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ESG Investing: The Dynamic Way
ESG Investing: The Dynamic Way

Season 2 Episode 12

Jim Morris, Head of Investment Management and Dan Yungblut, Head of Research, who are leading our firm through the evolution of ESG investing, discus…

4 years, 9 months ago

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We Remain Optimistic on the Economy
We Remain Optimistic on the Economy

Season 2 Episode 11

David Fingold, Vice President & Senior Portfolio Manager discusses his market outlook, interest rates, small caps outperforming large caps, internati…

4 years, 9 months ago

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Focus Remains On the Fundamentals
Focus Remains On the Fundamentals

Season 1 Episode 10

Noah Blackstein, Vice President & Senior Portfolio Manager discusses how a lot of macro investing has morphed into factor investing or sector rotatin…

4 years, 9 months ago

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Moment propice pour investir dans les actions privilégiées
Moment propice pour investir dans les actions privilégiées

Season 2 Episode 10

Roger Rouleau, vice-président et gestionnaire de portefeuille, discute des actions privilégiées. Cette catégorie d’actif a connu son lot de hauts et …

4 years, 11 months ago

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A Good Time to Invest in Preferred Shares
A Good Time to Invest in Preferred Shares

Season 2 Episode 9

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 o…

4 years, 11 months ago

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Navigating the year ahead
Navigating the year ahead

Season 2 Episode 8

Myles Zyblock, Chief Investment Strategist discusses his outlook for markets and economies in 2021, but with a lot of consideration given to the impa…

4 years, 11 months ago

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Happy Clients, Happy Advisors
Happy Clients, Happy Advisors

Season 2 Episode 7

Ellen Bessner, Lawyer at Babin Bessner Spry LLP, Keynote Speaker and author,  explains how investors can get the very best from their advisors by und…

5 years ago

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Real Estate Outlook for 2021
Real Estate Outlook for 2021

Season 2 Episode 6

Tom Dicker, Vice President & Portfolio Manager, discusses the acute challenges that real estate has faced this year, but believes growth in the secto…

5 years, 1 month ago

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The Benefits of Co-Investing with Company Founders and Entrepreneurs
The Benefits of Co-Investing with Company Founders and Entrepreneurs

Season 2 Episode 5

Vice President & Portfolio Manager Vishal Patel provides insights on the benefits of co-investing in founder and entrepreneur led businesses and the …

5 years, 1 month ago

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Finding Yield Opportunities in Today’s Turbulent Market Environment
Finding Yield Opportunities in Today’s Turbulent Market Environment

Season 2 Episode 4

Vice President & Senior Portfolio Managers Romas Budd & Derek Amery provide their thoughts on the current investing landscape as low bond yields and …

5 years, 1 month ago

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