MD Market Watch Podcast

Ep. 51 Prediction markets—What belongs in an investment plan and what doesn’t

Prediction markets are coming to Canada. The team discusses how they work, the risks involved, and what separates investing from speculation.

Episode 50: IPO hype, CUSMA stakes, and recession fears: what investors should know

Episode 49: War, oil, inflation and what we think is next for markets

With conflict in the Middle East intensifying, Wesley Blight and Yuko Girard, Portfolio Managers from the Multi-Asset Management Team of 1832 Asset Management, join the podcast to discuss what this means for energy, inflation, the global economy and how our clients’ portfolios are positioned at this time.

Episode 48: What conflict in the Middle East means for your portfolio

With tensions escalating into conflict in the Middle East, a wave of uncertainty and volatility has hit global markets. The news cycle is moving faster than most can process, so Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to provide some investment management perspective and insights for long-term investors.

Episode 47: Market outlook 2026: Are we in an A.I. bubble

After 3 years of markets reaching new highs, many are asking whether we are in a bubble or if there’s more room to run. Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to chat about what’s really driving markets, the influence of artificial intelligence (A.I.) and what all of it could mean for your portfolio in 2026.

Episode 46: Market peaks, rate tweaks—what’s next?

Is it time to celebrate or worry? With equity markets at all-time highs despite a slowing global economy, Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, unpacks the situation. Other topics covered in the episode include trade, A.I., interest rates and key investment lessons taken from the current environment.

Episode 45: From southern neighbors to A.I. - Insights from the portfolio management team

The portfolio management team address top-of-mind questions coming from our clients and advisors. In this episode, we discuss the multi-faceted relationship between Canada and the U.S., fixed income and equity markets, our portfolio management approach in the current environment, artificial intelligence (A.I.) and more. Hosted by Susan Petersson, this episode features Wesley Blight, Richard Schmidt, Ian Taylor and Qi Zhang from the Multi-Asset Management Team.

Episode 44: Tariffs, tensions, and turnarounds

After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead with Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Yuko Girard, VP and Portfolio Manager.

Episode 43: Answering client questions with the Multi-Asset Management Team

In this episode, the portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include our outlook, with a focus on the U.S. given current events, what the team has done and how it works during times of increased uncertainty, a discussion on how active management adds value and more. Hosted by Susan Petersson, this episode features Ross Swanson, Ian Taylor, Wesley Blight, Richard Schmidt and Yuko Girard from the Multi-Asset Management Team of 1832 Asset Management.

Episode 42: What tariffs, trade tensions and market volatility means for investors

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, VP and Portfolio Manager, discuss tariffs, market volatility and what it all means for investors.