We recently sat down with Som Seif, Founder and CEO of Purpose Investments, to catch up with him on markets and strategy.

In this episode, we discuss the Fed’s about face on interest rates, and what it may mean for investors. But more relevant in this conversation was the angle of discussion on where and how investors/advisors may posiition fixed income and equities for total return in the acutely uncertain period we find ourselves in.

Conventional bond investing are now a high risk, low return proposition for most investors today. What’s a fixed income solution that works right now? What does the optimal equity investments sleeve look like to Seif right now. These are some of the points we chatted about.

More detailed show notes to follow.

Dan Richards, CEO, Client Insights, joined us at the CETFA Mindpath ETF 2018 Conference, to talk about how advisors need to excel in terms of the value that they provide to clients.

Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm’s findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of the investment business evolves, as a result of the convergence of AI, Fintech, and the proliferation of ETFs.

Many advisors entered the financial advice business with a vision of how that would look, what it would be to achieve the position of portfolio manager, of successfully managing the wealth of private investors. Jason Del Vicario openly shares his journey from advisor 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 outlook for the hot Canadian cannabis sector. He also manages Purpose Investments’ Canadian Equity mandates, so we also discussed his outlook for the Canadian energy and banking sectors as well.

Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada, the U.S., and the Global Economy, and what to do with assets given the current economic and market environment we are entering.

Som Seif, CEO, Purpose Investments discusses how his outlook has changed since the return of volatility to the markets in February of this year. We discuss areas of the market to avoid or reduce, and areas of the market that he favours.

Som Seif, CEO, Purpose Investments discusses how his outlook has changed since the return of volatility to the markets in February of this year. We discuss areas of the market to avoid or reduce, and areas of the market that he favours.

Dan Kelley, portfolio manager, Fidelity Investments, discusses how the opportunity of investing in founder-led companies has historically translated in higher returns.

Our chat with Sandy Liang, President, Purpose Investments Partners, and high yield fixed income portfolio manager. We discuss his thesis on credit risk vs. interest rate risk for investors seeking yield in a rising rates environment.