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

The fourth quarter put the year on its back: The importance of staying invested

Feb 1st, 2024 17m 25s

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 h

Episode 33: Markets pull back in the third quarter – here’s what you need to know

Oct 23rd, 2023 12m 31s

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

Episode 32: Top-of-mind investing topics and questions with our portfolio managers

Sep 18th, 2023 40m 55s

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

Episode 31: Despite a solid performing second quarter, uncertainties remain

Jul 17th, 2023 12m 30s

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.

Looking back at a solid performing, but volatile first quarter

May 4th, 2023 18m 51s

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 in

Private equity spotlight: Portfolio benefits and more

Apr 17th, 2023 17m 59s

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 lau

Special episode: Checking in on performance and performance expectations

Apr 13th, 2023 24m 29s

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, a

Reflecting on 2022 and discussing what kind of performance will we see in 2023

Jan 18th, 2023 23m 21s

Here’s what you need to know after a messy third quarter

Oct 18th, 2022 17m 41s

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 inc

Bonus

Special episode: The Medicus Pension Plan – For Canada’s incorporated physicians

Aug 15th, 2022 11m 46s

Danielle Amiel, Director, Governance & Risk Management for the Medicus Pension Plan, and Craig Maddock, Vice-President & Senior Portfolio Manager of the Multi-Asset Management team discuss pension plans – what they are, how they work, how they

Markets are down and inflation is high… Now what?

Jul 21st, 2022 22m 25s

Craig Maddock, Vice-President and Senior Portfolio Manager, and Mark Fairbairn, Portfolio Manager, look back at the second quarter of 2022 and discuss what’s likely in store for the near term. Topics discussed include market events, economic co

Responsible investing is part of our investment management process

Jul 18th, 2022 20m 45s

Jean-Francois Bordeleau, Senior Practice Manager, and David Larocque, Portfolio Analyst, at MD Financial Management (MD) discuss responsible investing at MD – why it’s important, how it works and why it’s ingrained in our investment management

What is up with fixed income?

Jun 8th, 2022 21m 9s

Wesley Blight, Assistant VP and Portfolio Manager of the Multi-Asset Management team explains the current state of fixed income investing – recent negative performance, the role fixed income plays in a portfolio, what we can expect going forwar

Market volatility is back!

Apr 28th, 2022 27m 10s

Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager of the Multi-Asset Management team chat about what happened in a somewhat volatile first quarter. Topics discussed include the return of stock market volatility,

Stubborn inflation, rising interest rates and expensive stocks

Jan 26th, 2022 27m 57s

Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team look back at 2021 – headlines (inflation, interest rates, valuations, metaverses and cryptocurrencies) and per

Is the post-pandemic equity rally over?

Oct 26th, 2021 25m 35s

Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team at MD Financial Management review the third quarter of 2021 – market events and performance, MD fund and portf

What’s up with fixed income, inflation and the global economy as we try to stomp out the pandemic?

Jul 29th, 2021 33m 23s

Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team at MD Financial Management review the second quarter of 2021 – events that impacted markets, MD portfolio perf

Why cryptocurrencies like Bitcoin don’t fit in our investment philosophy

Jul 5th, 2021 34m 20s

Jean-Francois Bordeleau, Senior Practice Manager, Investments, Mark Fairbairn, Assistant VP and Portfolio Manager, and Craig Maddock, VP and Senior Portfolio Manager, at MD Financial Management discuss cryptocurrencies within the framework of M

The financial planning and investing landscape for Canada’s physicians

Jun 18th, 2021 30m 20s

Julie Petrera, National Lead of Financial Planning Content, and Jean-Francois Bordeleau, Senior Practice Manager, Investments, at MD Financial Management discuss investing within the context of financial planning for physician families. Legal d

Ongoing recovery and interesting changes in global markets

Apr 26th, 2021 30m 34s

Craig Maddock and Ian Taylor dissect the first quarter of 2021 – the ongoing recovery, changes within global markets and sticking to a proven investment process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/hom

Inflation – Too hot? Too cold? Or, just right?

Apr 6th, 2021 9m 32s

Wesley Blight joins the podcast to discuss inflation – what it is, why it’s in headlines and what it means for investors. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/inflation-too-hot-too-cold-or-just-righ

Introducing the MD Platinum Global Private Credit Pool

Mar 1st, 2021 21m 20s

Wesley Blight and Greg Scott introduce the MD Platinum Global Private Credit Pool. Learn more about MD Platinum and how it can benefit investors and get updates on existing MD Platinum products. Legal disclaimers and full transcript available h

Craig Maddock and Ian Taylor on 2020 and what’s ahead.

Jan 21st, 2021 14m 47s

Craig Maddock and Ian Taylor on 2020 and what’s ahead. Surprise, 2020 was pretty good for investors and there’s plenty of optimism for 2021. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/looking-back-at-2020