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.

This is the first part of our chat with Sandy Liang, President, Purpose Investments Partners, and high-yield fixed income portfolio manager. Sandy’s exemplary career on both the buy-side and sell-side in equities, and more notably in high yield, on Wall Street. have earned him a reputation as a shrewd, no-nonsense high yield and corporate bond portfolio manager.

In this final segment of our conversation with Tom O’Gorman, CFA, Portfolio Manager and Director of Franklin Bissett Fixed Income, we discuss the areas of opportunity in the bond market that he and Franklin Bissett Fixed Income are currently favouring.

In this segment of our conversation with Tom O’Gorman, CFA, SVP, Director of Fixed Income as Franklin Bissett Investment Management, we discuss the possibility that China’s Forex reserve bond buying, which has resumed very strongly in the second half of 2017, may be the White Knight of the Fed’s unwinding of QE as it turns down the volume on it’s bond purchase program.

In this segment of in depth discussion about the bond market, Tom O’Gorman points out that while there is definitely inflation within financial market prices, its not clear whether there is clear pricing and consumer inflation.

Are central banks caught between a pillar and post of conflicting views on inflation? What lies ahead? Our conversation continues.