Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
Episode 40: Special Episode – Presidents, Prime Ministers and Portfolio Positioning
The portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include the new Trump administration, tariffs, our U.S. equity positioning, the resignation of Prime Minister Trudeau and more. Hosted by Susan Petersson, Portfolio Manager and Director, this episode features Mark Fairbairn, Wesley Blight, Yuko Girard and Richard Schmidt from the Multi-Asset Management Team.
30 min
20 January 2025
Episode 39: Convenient exposure to a diversified global private real estate investment
With the launch of the MD Platinum™ Global Private Real Estate 2025 Trust, we discuss private real estate – what it is, how it works, its benefits and more.
20 min
24 October 2024
Episode 38: Market dynamics are changing once again, here’s what it means for investors
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, delve into the Federal Reserve’s first interest rate cut, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into the last quarter of the year and beyond.
30 min
19 July 2024
Episode 37: Canada cuts interest rates and U.S. equities continue to run on AI
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, reflect on the first six months of the year and discuss what we can expect for the remainder of 2024. Topics covered in this episode include interest rate cuts, interest rate expectations, artificial intelligence, the strong performance of U.S. equities, portfolio performance and positioning.
23 min
22 May 2024
Investing 101: A beginner’s guide to investing
The basics of investing, from GICs, stocks, bonds, mutual funds and ETFs, to common investing misconceptions and the value of an advisor. Listen now.
33 min
19 April 2024
Equities thrive, fixed income stalls as we wait for rate cuts
Description: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now.
16 min
1 February 2024
The fourth quarter put the year on its back: The importance of staying invested
There’s three reasons to stay invested right now. Number one, fixed-income outlook looks particularly more appealing than it’s been for most of the past several years. For stocks, even after a nice run, valuations are starting to get a little high, but it’s a big market, so it’s very attractive for our long-term return assumptions, as we can diversify portfolios. Now, there’s less uncertainty now than there was at the beginning of 2023, and for me, that looks pretty good for a well-managed, traditional 60/40 portfolio.
17 min
23 October 2023
Episode 33: Markets pull back in the third quarter – here’s what you need to know
We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now.
12 min
18 September 2023
Episode 32: Top-of-mind investing topics and questions with our portfolio managers
The portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more.
40 min
17 July 2023
Episode 31: Despite a solid performing second quarter, uncertainties remain
We look back at the key drivers of investment performance in the second quarter of 2023 and discuss how to position your portfolio. Listen now.
