Michael Greenberg, Vice-President and Portfolio Manager, Franklin Templeton Multi-Asset Solutions joins us to talk about his perspective on COVID-19 shocked markets, his thoughts on behavioural risk, rebalancing, and opportune investment areas, as we navigate this uncertain period.

Michael Greenberg, Vice-President and Portfolio Manager, at Franklin Templeton Multi-Asset Solutions joins us to talk about his perspective on COVID-19 shocked markets, and his outlook on markets, behavioural finance, rebalancing, and opportunities.

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Our conversation with Hubert Marleau, Market Economist, Palos Management, about macro, micro, and mini-micro market and economic considerations in the present and his clear-eyed expectations of what the future holds, post-COVID-19.

Our conversation with Hubert Marleau, Market Economist, Palos Management, about macro, micro, and mini-micro market and economic considerations in the present and his clear-eyed expectations of what the future holds, post-COVID-19.

Our conversation with Judy Paradi and Paulette Filion, partners at StrategyMarketing.ca, experts to marketing and co-authors of a terrific new book, “Invest in HER, The Smart Financial Advisor’s Guide to Winning Female Clients.”

In their new book, “Invest (in) HER, The Smart Financial Advisor’s Guide to Winning Female Clients”, they say advisors are missing the obvious – they have failed to see that their future success depends on women – of every age and background.

Our conversation with Judy Paradi and Paulette Filion, partners at StrategyMarketing.ca, and co-authors of the terrific new book, “Invest in HER, The Smart Financial Advisor’s Guide to Winning Female Clients.”

According to numerous studies, women are on course to control about half of all accumulated wealth in Canada within the next decade. The financial industry, though, which remains dominated by males, has been slow to evolve in light of this extraordinary socio-economic trend. This isn’t the 60’s anymore.

Women are getting elected to government, they are gaining an influential foothold on Boards of Directors. They start businesses, they are terrific consumers. Women are expected to live longer than men.

– Today women account for 62% of University graduates – Women represent almost half of all practicing lawyers and accountants, more than 60% of all new physicians, and are the main breadwinners in 40% of all households.

In their new book, Invest (in) HER, The Smart Financial Advisor’s Guide to Winning Female Clients, they say advisors are missing the obvious – they have failed to see that their future success depends on women – of every age and background.

Our conversation with Capital Markets Strategist, Guy Haselmann, on COVID-19’s market, economic and social shock, and contemplating what the exit from the economic shutdown may look like, and how it may reshape things.

Transcript (coming soon)

Our conversation with Capital Markets Strategist, Guy Haselmann, on COVID-19’s market, economic and social shock, and contemplating what the exit from the economic shutdown may look like, and how it may reshape things.

Sandy Liang, Portfolio Manager of the Purpose Credit Opportunities Fund, Purpose Investments shares his expert critique on the differences and […]

Sandy Liang, Portfolio Manager of the Purpose Credit Opportunities Fund, Purpose Investments shares his expert critique on the differences and similarities between the 2008 and 2020 Bond and Credit Market Crisis.

In our conversation, Sandy Liang provides valuable insight on how the credit market works, his fund’s defensive posture going into the drawdown, and the correction/opportunity set that has revealed itself.