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.
Featured Episodes
Bonds are Back
Vice President & Senior Portfolio Manager Derek Amery sits down with Vice President & Portfolio Manager Domenic Bellissimo and Portfolio Manager Rose Devli to unpack the uncertainty looming over consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions.
March 20
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Energy: Separating the Fundamentals from the Politics
Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.
February 24
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Gold, Uranium, and the Impact of Tariffs
Vice President & Portfolio Manager Robert Cohen shares his perspective on the remarkable strength of gold amid global economic challenges, including poor monetary and fiscal policies and soaring debt levels. He discusses the current tariff landscape and its anticipated resolution, as well as how ongoing inflationary policies in Canada and the U.S. bolster the case for gold investment.
February 20
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Tariffs, Trade and Canadian Banks
Portfolio Manager Nick Stogdill delves into the resilient performance of the financial sector over the past few years, and how he sees banks navigating a period of potential tariff and trade risk, as well as other segments of the sector indirectly affected.
February 19
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