Description: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now ..read more

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 ..read more

We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now ..read more

The portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more ..read more

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 ..read more

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in the first quarter of 2023. This includes their outlook and discussion on portfolio positioning to take advantage of opportunities and avoid risks given recent market developments. Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-30-looking-back-at-a-solid-performing-but-volatile-first-quarter ..read more

Wesley Blight, Portfolio Manager, and Belgacem Ghazi, Senior Portfolio Analyst, of the Multi-Asset Management Team of 1832 Asset Management, join the MD Market Watch Podcast to discuss private equity, which is back by popular demand via the launch of the MD Platinum Global Private Equity 2023 Trust. We reviewed private equity basics, how the asset class has been impacted by recent events, MD’s private equity offerings and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-29-private-equity-spotlight ..read more

This special episode is playback of a conversation with the portfolio management team about recent performance and performance expectations. Hosted by Kelli Costigan, PIC Portfolio Manager, this episode features Wesley Blight, Mark Fairbairn, and Richard Schmidt of the Multi-Asset Management Team.  Legal disclaimers and full transcript available here: https://invested.mdm.ca/portfolio-performance-expectations-check ..read more

Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in 2022, discuss their outlook for 2023 and describe how we’re positioned to take advantage of opportunities and avoid risks to start the year.  Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/performance-2022-investment-and-outlook-for-2023  ..read more

Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager, of the Multi-Asset Management Team of 1832 Asset Management reflect on the third quarter and discuss their outlook for the rest of the year. Topics discussed include inflation, the interest rate environment, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/here-s-what-you-need-to-know-after-a-messy-third-quarter ..read more