Jason Del Vicario is a discretionary portfolio manager at Hillside Wealth Management (operating within Holliswealth/IA Securities) in Vancouver, BC. Jason's experience is varied, ...Read more Comments Off on Jason Del Vicario: The Journey to Discretionary Portfolio Manager
We recently had an enlightening deep-dive conversation with Purpose Investments' Greg Taylor, portfolio manager of the Purpose Marijuana Opportunities Fund (MJJ.NO) about his ...Read more Comments Off on Greg Taylor: Outlook for Cannabis, Energy, and Canadian Bank Stocks
Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada, the U.S., and the Global ...Read more Comments Off on David Rosenberg: In depth on Canada, U.S., and Global Economy and Markets
Som Seif, CEO, Purpose Investments discusses how the much discussed return of volatility has changed his investment outlook, and shares his ideas on ...Read more Comments Off on Som Seif: How Has Q1's Volatility Changed Your Investment Outlook?
In this podcast, Dan Kelley, portfolio manager, Fidelity Investments, discusses how investing in founder-led companies has historically translated in higher returns. As a ...Read more Comments Off on Fidelity's Dan Kelley: The Opportunity in Founder-Led Companies
We recently caught up with Sandy Liang, President, Purpose Investments Partners, and high-yield fixed income portfolio manager. Sandy's exemplary career on both the ...Read more Comments Off on Sandy Liang: High Yield Opportunities in a Rising Rate Market
We recently chatted with Tom O'Gorman, Senior Vice President, Director of Franklin Bissett Fixed Income, at Franklin Bissett Investment Management. Via the flattening ...Read more Comments Off on Tom O'Gorman, In Depth: On Canada, the Bond Market, Central Banks, the Fed, Interest Rates, China, and What to do
CORRECTION: In our email sent today, February 15, 2018, we erroneously referred to Dan Dupont as a growth investor, in the headline. He ...Read more Comments Off on Fidelity's Dan Dupont: Value Investor with a Built-in Knack for Capital Safety (Podcast)
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making active investing harder. Stephen Lingard ...Read more Comments Off on Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
Stephen Lingard talks about why the return of volatility is heralded by active investors. "If I was managing an ETF portfolio, I would ...Read more Comments Off on Stephen Lingard: Why is the return of volatility heralded by active investors?
We exchange thoughts with Stephen Lingard on the very 'managed' economy, markets, prices, risk, and earnings of 'The Great Monetary Experiment,' that is ...Read more Comments Off on Stephen Lingard: Undoing 'The Giant Monetary Experiment'
With volatility and inflation continuing to be AWOL, we wondered if there is any connection between the two. Why have both of these ...Read more Comments Off on Stephen Lingard: Is there a connection between volatility and inflation?
Stephen Lingard discusses, among other things, his strategic view that they continue to favour equities, because investors have had a long memory of ...Read more Comments Off on Stephen Lingard: Investors did have a long memory of the 2008 crisis
In this first part of our featured podcast series with Stephen Lingard, SVP and Portfolio Manager, Franklin Templeton Managed Solutions, we discuss the ...Read more Comments Off on Stephen Lingard: Get Prepared for Inflation and Volatility in 2018 (Part 1)