Portfolio Manager Insights

2025 FundGrade A+® Award winners

Dynamic has been recognised with nine awards at the annual FundGrade A+ Awards across a range of mutual fund and ETF categories.

February 6

Why this $8-billion money manager is buying Alphabet and Arista and trimming Apple

The Globe and Mail, December 19, 2025

2025 Stewardship Report (2024 Activities)

Outlining key responsible investing activities and achievements

2025 Federal Budget

A summary of key tax measures that could impact you, your family, business, and future.

2025 LSEG Lipper Fund Award winners

Dynamic is proud to announce that several of its funds have been recognized at the 2025 LSEG Lipper Fund Awards for delivering consistent, strong risk-adjusted returns across multiple categories and time periods.

November 6

Vishal Patel tracked stock portfolios in Grade 9. Now, he oversees more than $8-billion in assets.

The Globe and Mail, October 22, 2025

Global and Mail

Featuring Rose Devli - October 22, 2025

How should investors approach the Magnificent Seven stocks?

Featuring Noah Blackstein - The Globe and Mail, October 21, 2025

Marc-André Gaudreau on Investment Executive

Preferred Shares Article

October 8

Cracks emerging in low end consumer credit

Rose Devli, portfolio manager at Dynamic Funds, joins BNN Bloomberg to discuss the outlook for bond markets.

BNN Bloomberg, October 6

Ahead of central bank meetings, PM sees upside, utility in bonds

Much has been made of increasing correlations, but Rose Devli reiterates the underlying value case for government bonds

Wealth Professional, September 17

Underweight overvalued tech, speculative growth and tariff-hit stocks

Yuko Girard, Vice President and Portfolio Manager at Scotiabank, joins BNN Bloomberg to discuss the market outlook amid tech pullback.

BNN Bloomberg, August 21

Noah Blackstein on CNBC Squawk Box

Noah discusses the current market's condition and what he hopes to see as we move forward and more.

June 26, 2025

Stocks fall as Trump dials up tariffs

Chief Investment Strategist Myles Zyblock appeared on BNN Bloomberg the Street to share his thoughts on the recent tariff hike.

BNN Bloomberg, June 2

Long-term Bond Yields Update

Portfolio Manager Rose Devli, appeared on BNN to share her analysis of fixed income markets.

BNN Bloomberg, May 27

What investors need to know about tariffs and volatility

Yuko Girard, portfolio manager at Dynamic Fund, shares her analysis on tariffs and volatility.

BNN Bloomberg, May 2

What investors need to know about fixed income

Rose Devli, portfolio manager at Dynamic Funds, shares her analysis on the ongoing market chaos and which opportunities she sees in fixed income investments.

BNN Bloomberg, April 10

Key drivers for gold demand and prices

Vice President and Portfolio Manager Robert Cohen discusses the key drivers for gold demand and prices amid a continued rally.

BNN Bloomberg, March 11, 2025

Why passive bond investing falls short, and what advisers can do about it

Professor Martijn Cremers’, Dean of Notre Dame’s Mendoza College of Business, explains the pitfalls of passive bond investing.

Wealth Professional, March 2025

Why the Fed might not cut again anytime soon

WP article featuring Rose Devli

February 21

Noah Blackstein on CNBC Squawk Box

Interest rates will be one of the biggest risks to the overall market in 2025.

January 17, 2025

Mutual Fund Manager of the Year beats benchmark by seeking safety

Featuring Rob Cohen - Investment Executive, December 20, 2024

Why this $7-billion money manager is trimming Nvidia and investing in Canadian stocks.

Featuring Vishal Patel
– Globe and Mail, December 20, 2024

How a Top-Performing Gold Stock Fund Has Played the Precious Metals Rally

Morningstar article featuring Robert Cohen

December 17

A Canadian Dividend Stock ETF Outperforming Over the Longer Term

Morningstar article featuring Don Simpson

December 2

2024 LSEG Lipper Fund Award winners

Dynamic Funds honoured with 8 awards for delivering consistently strong risk-adjusted performance relative to peers.

November 8

Noah Blackstein on CNBC Squawk Box

Noah discusses the latest market trends, state of the economy, the Fed’s inflation fight, impact of AI technology on the markets.

October 15, 2024

Stocks for High Interest Rates

Vishal Patel looks for businesses that can thrive in a high interest rate environment and also have “pricing power” to raise the prices of their products without killing customer demand.

Robert Cohen - Smart Money

Vice President & Portfolio Manager Robert Cohen discusses a few of his funds and his outlook for gold price.

Marc-André Gaudreau on BNN Bloomberg

Marc-André Gaudreau discusses the unique opportunity provided by discount bonds and the critical need for Legitimately Active Management®.

June 25

Rose Devli on BNN Bloomberg

Portfolio Manager Rose Devli explains some of the risks of passive fixed-income investing and why active management is critical for investors.

June 10

Noah Blackstein on CNBC Squawk Box

Noah discusses how he reads the risk-reward in equities, his confidence on rate cuts, and more.

May 22

Dynamic Funds is honoured to receive eight 2023 Refinitiv Lipper Fund Awards.

November 10

Noah Blackstein on CNBC Squawk Box

Noah discusses the latest equity market trends, earnings season, the impact of A.I. on growth, and more.

October 23

Retire with confidence with a different approach to income

Globe & Mail article

October 19

How retired clients can generate income without drawing down capital

Globe Advisor article

October 19

Earning confidence as a woman in portfolio management

October 16

Why this money manager is trimming U.S. tech stocks and adding more Canadian industrials

Vishal Patel discusses how he's not letting market volatility, driven in part by higher inflation and interest rates, keep him from staying fully invested in the markets

A Paycheque Portfolio™ approach is changing the retirement conversation

Wealth Professional article featuring Daryl Diamond

August 28

Daryl Diamond on CP24

Daryl discusses the importance of flexibility and steady income in a retirement plan.

July 28

Daryl Diamond on CTV Your Morning

Daryl discusses the rate hike and how retirees can navigate through the financial and nonfinancial challenges.

July 20

What's changed in the retirement income planning space?

Wealth Professional article featuring Daryl Diamond

July 17

Daryl Diamond on CP24

Daryl talks about spending the income, not the capital, when creating cash flows to fund your retirement.

July 14

Noah Blackstein on CNBC Squawk Box

Noah discusses the latest equity market trends, earnings season, the impact of A.I. on growth, and more.

July 10

Daryl Diamond on CP24

Daryl discusses solutions on how your retirement plan can fulfill your needs, and keep your mind at ease, even when the plan changes.

June 30

Daryl Diamond on CTV Your Morning

Daryl discusses the growing challenge many Canadians are facing of outliving their retirement savings.

June 22

Daryl Diamond on CP24

Daryl discusses Canada’s retirement crisis and the challenges that push them into dipping into their retirement savings.

June 16

Every retirement situation is unique … it's a full-contact sport with clients

Wealth Professional article featuring Daryl Diamond

June 15

Noah Blackstein on CNBC Squawk Box

Noah discusses the current market's condition and what he hopes to see as we move forward and more.

May 3

The Inflation Reduction Act: A Deepdive for Responsible Investors

Jennifer Stevenson discusses the Inflation Reduction Act and the benefit of climate and clean energy project investments.

February 28

Noah Blackstein on CNBC Squawk Box

Noah discusses the market's start to the year, whether markets have seen their lows, and more.

February 6

Dynamic Funds wins 18 mutual fund and ETF awards at 2022 FundGrade A+® Awards

Dynamic Funds announced that it won 18 awards at the annual FundGrade A+ Awards across multiple mutual fund and ETF categories.

January 27

David Fingold on BNN Bloomberg Market Call: Market Outlook

David discusses his outlook for the markets.

January 6

The Retirement Savings Gap: Are Canadian Retirees at Risk?

Active Matters, Fall 2022

Dynamic Funds is honoured to receive five 2022 Refinitiv Lipper Fund Awards.

Learn more >

Active Investing and Market Solutions to Plastic Waste

Dan Yungblut discusses plastic waste solutions with RIA.

September 19

Noah Blackstein on CNBC Squawk Box

Noah breaks down potential investment opportunities ahead of the market open on Thursday.

September 8

Robert Cohen on BNN Bloomberg

Robert discusses how gold being down doesn’t mean it’s not working as a hedge against inflation.

July 17

Noah Blackstein on CNBC Squawk Box

Noah discusses how the market has priced a lot of stocks as if recession is here.

June 29

David Fingold on BNN Bloomberg Market Call: Market Outlook

David discusses his outlook for the markets.

May 30

David Fingold on BNN Bloomberg Market Call: Top Picks

David discusses his top picks: Schlumberger, AstraZeneca and Allstate.

May 30

Noah Blackstein on CNBC Squawk Box

Noah discusses the possibility of a recession and breaks down stocks to watch amid the broader market sell-off.

May 20

Noah Blackstein on CNBC Squawk Box

Noah discusses markets ahead of the open.

May 5

David Fingold on BNN Bloomberg Market Call: Market Outlook

David discusses his outlook for the markets.

April 25

David Fingold on BNN Bloomberg Market Call: Top Picks

David discusses his top picks: Eli Lilly and Co, Chevron Corporation, and Elbit Systems Ltd.

April 25

Noah Blackstein on CNBC Squawk Box

Noah discusses growth stocks ahead of the open.

March 22

David Fingold on BNN Bloomberg Market Call: Market Outlook

David’s thoughts on market volatility and if a recession is on the horizon.

March 15

David Fingold on BNN Bloomberg Market Call: Top Picks

David’s discusses his top picks: Berkshire Hathaway, Eli Lilly and Company and Chevron Corporation

March 15

Leaders, Enablers, and Improving Stories: A Case Study on Performance & Positive Social Change

Derek Amery – Responsible Investment Association, February 22

How Dynamic LIVE in Conversation helps portfolio managers shape opinions

Interview with Mark Brisley
– Wealth Professional

January 28

David Fingold on BNN Bloomberg Market Call: Market Outlook

David's thoughts on market volatility and cyclical industries.

January 17

David Fingold on BNN Bloomberg Market Call: Top Picks

David’s Top Picks

January 17

Noah Blackstein on CNBC Squawk Box

Noah talks about the flight to safety and Fed concerns.

December 17

Why COP26 requires 'evolutionary thinking' on energy investment

How climate action commitments strengthen the investment case for renewables
– Wealth Professional

November 17

Dynamic Funds Recognized at 2021 Refinitiv Lipper Fund Awards

Dynamic Funds is honoured to be the recipient of nine 2021 Refinitiv Lipper Fund Awards.

Noah Blackstein on CNBC Squawk Box

Noah's perspective on where the market may be heading.

November 16

RenMac Legends: A Conversation with David Fingold

Listen and learn about David’s unusual background and how it continues to inform his investing strategy today.

October 30

Myles Zyblock on Rogers Breakfast Television

How to enhance portfolios with Alternative Investments – the “Third Pillar” that can complement stocks and bonds

October 20

Noah Blackstein on CNBC Squawk Box

Noah's take on bank and technology stocks, inflation and more.

October 14

Martha Adams on Rogers Breakfast Television

Learn how you could achieve financial wellness.

September 8

Noah Blackstein on CNBC Squawk Box

August 12

How to get exposure to era-defining renewable energy growth opportunity

Jennifer Stevenson and Frank Latshaw share their vision for investing in renewable energy.

Wealth Professional, August 9

David Fingold on BNN Bloomberg Market Call: Market Outlook

Focus on U.S. equities and global stocks

August 6

David Fingold on BNN Bloomberg Market Call: Top Picks

Learn what stocks are on David’s radar

August 6

Myles Zyblock on Rogers Breakfast Television

Myles shares how background noise can be an investing distraction and why advice matters.

August 3

Full Speed Ahead – The Great Energy Transition

Learn about investment opportunities stemming from the transition from fossil fuels to renewable energy from portfolio managers Jennifer Stevenson and Frank Latshaw.

Advisor Analyst, June 24

The Transformation of Emerging Markets – Why an active approach is essential

Portfolio manager Danilo Martins shares his insights into why emerging markets represent an incredible investment opportunity.

Advisor Analyst, June 21

Dynamic opens the TSX

Dynamic opens the TSX, marking the launch of Dynamic Active Emerging Markets ETF and Dynamic Active Energy Evolution ETF.

June 18

Actively Managed Options for International Diversification

Portfolio managers David Fingold and Peter Rozenberg discuss strategic diversification and why the case for international investing is getting stronger.

Advisor Analyst, May 18