On the Money with Dynamic Funds is a podcast series discussing market insights, navigating investments and much more with the industry's most experienced active managers and thought leaders.
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A Reliable Paycheque Amidst Falling Rates
21:41
21:41
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21:41
Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical challenges retirees face with bond income, volatility, and fluctuating rates. Marc-André explains how active fixed income management can outperform pass…
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Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point fo…
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Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health conce…
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Vice President of ETF Distribution, Peter Tomiuk is joined by portfolio managers Robert Cohen and Nawojka Wachowiak to talk about the unique area of financial markets – mining. With growing headlines about the demand for metals needed to upgrade and modernize global economies, they discuss opportunities with ETFs that allow exposure for investors.…
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The Investor’s Guide to Global Currencies
24:26
24:26
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24:26
Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, t…
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Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your…
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The Federal Budget's Tax Impact: What Investors and Small Business Owners Need to Know
25:35
25:35
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25:35
Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains i…
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The Importance of the Stock Exchange in the ETF Ecosystem
23:16
23:16
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23:16
Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving …
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The Playbook for Generating Sustainable Yield
16:46
16:46
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16:46
Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equ…
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Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager Ryan Nicholl takes you around the world highlighting the regions and sectors where he is finding the best opportunities in today’s market environment to invest in quality defensive businesses.By Dynamic Funds
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Cash, GICs or Bonds? Help for those looking for answers
15:52
15:52
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15:52
A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixe…
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Tax Efficiency: Keeping More and Making It Last
14:37
14:37
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14:37
Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts …
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Stay Ahead of The Curve with Specialized Credit
30:00
30:00
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30:00
Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager, Jeremy Lucas explore a broad range of topics in credit and issues facing investors today. Jeremy highlights the risks and opportunities in credit markets and provides insights into Dynamic’s Specialized Credit Team’s investment process.…
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Infrastructure: Competitive Yield, Essential Growth
33:11
33:11
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33:11
Vice President & Portfolio Manager, Frank Latshaw, explains how infrastructure is set up well for what lies ahead in this new market cycle with the potential to generate healthy total returns in the years ahead.By Dynamic Funds
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Emerging Trends & The U.S. ETF Market Landscape
25:50
25:50
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25:50
Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green, delve into the dynamic realm of exchange-traded funds. In this episode, they are joined by special guest Bloomberg Intelligence analyst, Eric Balchunas. Together, they examine the complexities of active versus passive ETF investing, the U.S. ETF lands…
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Picking The Right Investments for Your Retirement Portfolio
15:19
15:19
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15:19
Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena dive into the intricacies of constructing a Paycheque portfolio. In this episode, they explore the unique asset classes needed for building a portfolio dedicated to generating a steady income in retirement. From the importance of alternative i…
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Chief Investment Strategist, Myles Zyblock and David De Pastena, Vice President, Portfolio Solutions, as they reflect on the intriguing twists of 2023 and share insights into what lies ahead in 2024. From the surprising rebound of large-cap tech companies to global economic trends and the potential impacts of AI, this podcast explores the key facto…
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David De Pastena, vice-président des Solutions de portefeuille, se penchent sur les intrigants rebondissements de 2023 et partagent leur vision de ce que nous réserve 2024. Dans ce balado, il explorent certains facteurs clés qui orientent les stratégies de placement et les perspectives des différentes catégories d’actifs, qu’il s’agisse du rebond s…
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Vice President & Portfolio Manager, Jennifer Stevenson, discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and how Canadian energy companies check a lot of the right boxes.By Dynamic Funds
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Money in Motion: Recapping a Year of Canadian ETF Flows
15:36
15:36
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15:36
Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs Alan Green, explore money movement within the Canadian ETF industry over this past year. They discuss the driving forces behind various market segments and evaluate some regulatory shifts that can potentially shape the industry. From traditional ETFs to crypto ETFs,…
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ETFs Unveiled: Uncovering the Origins and Evolution
14:53
14:53
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14:53
Vice President of ETF Distribution Peter Tomiuk and Vice-President and Head of ETFs Alan Green, dissect the fundamental essence of ETFs and delve into their investment industry evolution. Together we will uncover the tale of their rise, current positioning, and offer an insightful glimpse into the probable pathways that await the ETF industry in th…
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Vice President & Portfolio Manager Tom Dicker and Vice President & Senior Portfolio Manager Jason Gibbs discuss what’s been happening in the bond and equity markets year-to-date that has led investors into the “cash trap”. While GICs offer an attractive short-term solution, for longer term investors the importance of dividend paying equities to gro…
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Financials: Looking Back at the Lessons from the US Regional Banking Crisis
27:05
27:05
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27:05
Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill as they rewind to the banking upheaval of March and fast forward to the evolving financial landscape. Nick and Tom break down the crisis's aftermath, exploring the factors influencing Canadian banks, regulatory changes, and the rise of alternative financial…
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Industrials: Investing in Global Megatrends
12:08
12:08
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12:08
Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes.By Dynamic Funds
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Retirement Income Unpacked: The Paycheque Portfolio Approach
23:14
23:14
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23:14
Chief Retirement Income Strategist, Daryl Diamond explores the paycheque portfolio approach for retirees and depicts how it can offer a more stable and stress-free retirement income, regardless of market fluctuations.By Dynamic Funds
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Décoder les actifs productifs de revenu : de l’immobilier aux actions
23:33
23:33
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23:33
David De Pastena, vice-président, Solutions de portefeuilles, met en lumière les approches de placement possibles d’adopter à la retraite durant les turbulences des marchés. Apprenez-en plus au sujet des stratégies de placement en fonction du passif auxquelles ont fréquemment recours les caisses de retraite. Découvrez aussi en quoi elles se compare…
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Vice President & Portfolio Manager, Frank Latshaw, explains how the benefits offered by infrastructure – stability, long-term growth, some yield – haven’t really changed. However, a different market cycle is presenting some challenges, creating the need to be more selective of opportunities.By Dynamic Funds
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Vice President & Portfolio Manager, Eric Mencke, discusses the benefits of active management in sustainable investing, our multi-thematic approach, examples of companies addressing these challenges, and why we’re optimistic about a more sustainable economy for the future.By Dynamic Funds
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Paradoxe de la préretraite : faire face aux marchés volatils
13:40
13:40
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13:40
David De Pastena, vice-président, Solutions de portefeuilles, explique comment les marchés volatils ont forcé de nombreuses personnes à la préretraite à reporter leur départ de la vie active. Il met en lumière l’importance des cinq années les plus payantes passer à cette prochaine étape.By Dynamic Funds
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Vice President & Portfolio Manager, Maria Benavente, discusses the challenges facing the real estate sector, recent developments in transactions volumes, and opportunities amidst record negative sentiment.By Dynamic Funds
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Vice President & Portfolio Manager Bill McLeod discusses the Canadian equity investing landscape, focusing on what’s driving performance and where to find opportunities.By Dynamic Funds
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Crafting Your Retirement Income Masterplan
26:28
26:28
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26:28
Chief Retirement Income Strategist, Daryl Diamond delves into the intricacies of retirement income planning. He shares essential insights and valuable strategies to shift your focus from accumulation to generating consistent cashflows for your retirement lifestyle.By Dynamic Funds
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Résilience à la retraite : protection des actifs en période d’instabilité des marchés
17:11
17:11
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17:11
David De Pastena, vice-président, Solutions de portefeuilles, explique les raisons pour lesquelles les fonds de retraite peuvent s’épuiser plus rapidement que prévu. Il discute de la réalité du prolongement de l’espérance de vie et de son effet sur les rendements.By Dynamic Funds
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1
The Generational Opportunity in Growth Stocks
35:43
35:43
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35:43
Vice President & Senior Portfolio Manager, Noah Blackstein discusses why he believes there is a generational opportunity ahead for growth stocks, the impact that macro events have had on markets historically and this year, the U.S. Federal Reserve, Artificial Intelligence and the Cloud, and areas where his bottom-up investment process is finding op…
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Vice President & Portfolio Manager Jennifer Stevenson discusses the growth potential and investment opportunities for the global transition to clean energy, as well as the incremental value that active management can add in the space.By Dynamic Funds
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1
Artificial Intelligence (AI): A Paradigm Shift For Investors
36:42
36:42
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36:42
Vice President & Portfolio Manager Vishal Patel shares his thoughts on the importance of Artificial Intelligence (AI), how it will impact various industries from an investment standpoint, and how this technology will impact how we work and play.By Dynamic Funds
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Investing with Options: A Real Alternative
28:54
28:54
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28:54
Vice President & Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through how options work and the benefits they can provide, including a robust yield, buying equities at a discount and portfolio protection that can help lower volatility. Isn’t it time to take a closer look at options?…
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1
Alternatives - The Third Leg of the Stool
30:48
30:48
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Vice President & Portfolio Manager Richard Lee discusses how alternatives are now becoming core investments and over the long term they will become a critical component of an investor’s portfolio.By Dynamic Funds
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Recent events affecting the U.S. and European, banking sectors have created uncertainty for investors. Chief Investment Strategist Myles Zyblock and Vice President & Senior Portfolio Manager Jason Gibbs share their thoughts on managing emotions during turbulent times and the importance of staying invested for the long term.…
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In this special edition of On The Money, which is only available until April 10th, 2023, Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill to take a deeper look at the series of events that have shaken the global banking sector in recent weeks and the downstream effects for other sectors of the market, inc…
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Vice President & Portfolio Manager Jeremy Lucas shares his most recent thoughts on the macro-economic environment, the impact of monetary policy on fixed income and credit in particular, as well as opportunities and potential headwinds to look for in 2023.By Dynamic Funds
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The State of the Consumer and the Opportunity in Small- and Mid-cap Stocks
32:41
32:41
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32:41
Vice President & Portfolio Manager Steve Hall discusses the state of the consumer in the post-covid world, his approach to analyzing consumer businesses, and the opportunity in small- and mid-cap companies.By Dynamic Funds
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Vice President & Senior Portfolio Manager Romas Budd shares his most recent thoughts on inflation concerns, fixed-income markets and what investors who are holding bonds need to keep in mind in 2023.By Dynamic Funds
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Chief Investment Strategist Myles Zyblock shares his views on market and economic events, the outlook for 2023 and the opportunities, challenges and surprises that lie ahead.By Dynamic Funds
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The Gold-ilocks approach to Taming Inflation
16:05
16:05
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16:05
Vice President & Portfolio Manager Robert Cohen shares his perspective on the nature of the current inflationary environment, and why his outlook for gold in 2023 is positive.By Dynamic Funds
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Words that start with “I”: Inflation, Interest Rates, and Investments
38:22
38:22
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38:22
Vice President & Senior Portfolio Manager, David Fingold shared his thoughts on if interest rates and inflation will stay higher longer, if we are in a recession, the current challenges investing in this environment, and what he is optimistic about going forward.By Dynamic Funds
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Vice President & Senior Portfolio Manager, Noah Blackstein discusses the opportunity ahead for growth stocks, new leadership that often comes with a bear market, the impact that macro has had on markets this year and areas where his bottom-up investment process is finding opportunities.By Dynamic Funds
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Portfolio Manager Nick Stogdill discusses the notion that financials could be part of the new market leadership in the next market cycle and the breadth of opportunity in the sector.By Dynamic Funds
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Vice President & Portfolio Manager Ryan Nicholl discusses the opportunities in quality defensive businesses and why he’s at a fully deployed cash position.By Dynamic Funds
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Vice President & Portfolio Manager Maria Benavente shares her thoughts on real estate as an inflation hedge, where the opportunities are within Real Estate, ESG framework, and the outlook on residential Real Estate in light of the changing regulatory environment and rapidly tightening monetary policy.…
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