Portfolio Manager Insights

Our Portfolio Managers share their views on current events and the markets as they unfold through a series of commentaries.

Most Recent

PDF

Quarterly Commentary

Dynamic Active ETF Portfolios

Why the Fed might not cut again anytime soon

WP article featuring Rose Devli

February 21

Active. Innovative. Flexible.

Introducing Dynamic Active Innovation and Disruption ETF (DXID and DXID.U).

Learn more >

Dynamic Asset Allocation Private Pool

Myles Zyblock

The Amery Monthly Update: December 2024

Resilience in Bond Markets

The Amery Monthly Update: December 2024

Resilience in Bond Markets

The Amery Monthly Update: December 2024

Resilience in Bond Markets

The Amery Monthly Update: December 2024

Resilience in Bond Markets

Myles Zyblock

Chief Investment Strategist

Vice President & Senior Portfolio Manager

Fri, 3 Feb 2023
2022 Year End Commentary – Dynamic Global Growth Opportunities FundLogin required to view this document
Tue, 10 May 2022
Dynamic LIVE Conference Call Summary – AdvisorLogin required to view this document
Tue, 10 May 2022
Dynamic LIVE Conference Call Summary – Investor(PDF Opens in a new tab)
Fri, 6 May 2022
An Update from Noah Blackstein – Stocks aren't trading on company fundamentalsLogin required to view this document
Thu, 24 Feb 2022
An Update from Noah BlacksteinLogin required to view this document

Vishal Patel

Vice President & Senior Portfolio Manager

Thu, 20 Oct 2022
Sensibilité du prix des actifs aux taux d’actualisation et de croissanceLogin required to view this document
Thu, 20 Oct 2022
Discount Rate and Growth Rate Sensitivity to Asset PricesLogin required to view this document
Mon, 18 Jul 2022
We Are In a Bear Market – Make No Mistake About It.Login required to view this document
Mon, 11 Apr 2022
Volatile Start to the YearLogin required to view this document
Sat, 1 Jan 2022
Growth Insights - A Record YearLogin required to view this document
Thu, 15 Jul 2021
Toilet Paper EconomicsLogin required to view this document
Tue, 13 Apr 2021
The Economic CycleLogin required to view this document

Core Team

Dana Love, Benjamin Zhan, Kevin Kaminski and Danilo Martins

Thu, 15 Jun 2023
The Core: Innovation is Alive – June 2023Login required to view this document
Wed, 1 Feb 2023
Dynamic Core Global Funds – Q4 2022 CommentaryLogin required to view this document
Tue, 25 Oct 2022
Dynamic Core Global Funds - Q3 CommentaryLogin required to view this document
Tue, 1 Mar 2022
The Core: Innovation is Alive – February 2022Login required to view this document
Fri, 31 Dec 2021
Dynamic Core Global Funds: Quarterly Commentary – Q4 2021Login required to view this document

Wed, 1 Feb 2023
Dynamic Core Global Funds – Q4 2022 CommentaryLogin required to view this document
Thu, 26 Jan 2023
Dynamic Asia Pacific Equity Fund – Q4 2022 Commentary(PDF Opens in a new tab)
Tue, 25 Oct 2022
Dynamic Core Global Funds - Q3 CommentaryLogin required to view this document
Sat, 15 Oct 2022
Dynamic European Equity Fund - Q3 2022 CommentaryLogin required to view this document
Sat, 15 Oct 2022
Dynamic Asia Pacific Equity Fund - Q3 2022 CommentaryLogin required to view this document
Wed, 20 Jul 2022
Dynamic European Equity Fund – Q2 2022 CommentaryLogin required to view this document

Tue, 17 May 2022
Webcast Summary – Quality Investing in Turbulent TimesLogin required to view this document

Tue, 17 May 2022
Webcast Summary – Quality Investing in Turbulent TimesLogin required to view this document

Thu, 2 Mar 2023
Quality Value Downside ProtectionLogin required to view this document

Fri, 14 Mar 2025
Shining Bright: Gold's Role in a Volatile WorldLogin required to view this document
Mon, 13 Mar 2023
The Cohen ReportLogin required to view this document
Wed, 26 Oct 2022
The Cohen ReportLogin required to view this document

Credit Matters

The Case For Active - U.S. Industry Exposures (Part 2)
2023-12-11
The Case For Active - U.S. Industry Exposures
2023-11-20
Mid-Year Update
2022-07-21

Mon, 1 Dec 2025
Dynamic Short Term Credit Plus Fund - December 2025Login required to view this document
Wed, 1 Oct 2025
Dynamic Short Term Credit Plus Fund - October 2025(PDF Opens in a new tab)
Thu, 15 May 2025
Credit Matters – May 2025Login required to view this document
Sat, 15 Mar 2025
Credit Matters – March 2025Login required to view this document
Fri, 14 Feb 2025
Credit Matters – February 2025Login required to view this document

Mon, 1 Dec 2025
Fixed Income Chatter - December 2025Login required to view this document
Wed, 1 Oct 2025
Fixed Income Chatter - October 2025Login required to view this document
Sun, 31 Aug 2025
Fixed Income Chatter – September 2025Login required to view this document
Thu, 31 Jul 2025
Fixed Income Chatter - August 2025Login required to view this document
Wed, 30 Jul 2025
Fixed Income Chatter - July 2025Login required to view this document
Thu, 15 May 2025
Fixed Income Chatter – May 2025Login required to view this document
Thu, 24 Apr 2025
Fixed Income Chatter – April 2025Login required to view this document

Sun, 30 Nov 2025
Credit Crunch - November 2025 CommentaryLogin required to view this document
Sun, 30 Nov 2025
Credit Liquid Alternatives - November 2025Login required to view this document
Tue, 30 Sep 2025
Credit Crunch – Septembre 2025 CommentaryLogin required to view this document
Tue, 30 Sep 2025
Credit Liquid Alternatives - September 2025Login required to view this document
Sun, 31 Aug 2025
Preferred Share Market UpdateLogin required to view this document

Specialized Credit Team

Marc-André Gaudreau, Roger Rouleau and Jeremy Lucas

Sun, 30 Nov 2025
Credit Crunch - November 2025 CommentaryLogin required to view this document
Sun, 30 Nov 2025
Credit Liquid Alternatives - November 2025Login required to view this document
Tue, 30 Sep 2025
Credit Crunch – Septembre 2025 CommentaryLogin required to view this document
Tue, 30 Sep 2025
Credit Liquid Alternatives - September 2025Login required to view this document
Sun, 31 Aug 2025
Preferred Share Market UpdateLogin required to view this document

Most Recent

Quarterly Commentary

Why the Fed might not cut again anytime soon

Active. Innovative. Flexible.

Dynamic Asset Allocation Private Pool

The Amery Monthly Update: December 2024

The Amery Monthly Update: December 2024

The Amery Monthly Update: December 2024

The Amery Monthly Update: December 2024

Macro

Macro Musings

The Investment Junction

Market Commentary

Power Growth

Value Equity

Core Equity

Equity Income

Core Fixed Income

Credit Matters

Specialized Credit

Quantamental

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