markets – Insight is Capital™ Podcast

Ep. 54 Som Seif and Greg Taylor, Purpose Investments

Our wide ranging conversation with Som Seif, CEO, Purpose Investments and Greg Taylor, CIO, Purpose Investments. We begin by revisiting those intense moments in the days leading to the March 2020 bottom following this year’s COVID-19 lockdown. Seif and Taylor open up about what they were thinking, and what their frame of mind was, in what was a critical time for all. Taylor shares his view that ‘passive’ investors running for the exits put outsized pressure on the entire market structure, and may have created some interesting buying opportunities. We talk about some of the behaviours and events that shaped markets during the summer, what’s concerning, and what’s looking both bearish and bullish for the period ahead.

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Ep. 52 Candice Bangsund, Fiera Capital

Candice Bangsund, Vice-President, Portfolio Manager of Global Asset Allocation at Fiera Capital joins us for a wide ranging discussion about […]

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Ed Perk’s Outlook: Reining in Risk

Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global economy’s foundation?

Our senior investment leaders share their views on investing in uncertain times and how their outlooks have changed from earlier this year. They weigh in on market divergence, whether there is simply too much focus on the US Federal Reserve (Fed), where they see pockets of opportunity and how they are looking to play defence.