Transcripts – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 16 Dec 2024 23:55:28 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Transcripts – Investment Executive https://www.investmentexecutive.com 32 32 Transcript: Tariffs will be top of mind for investors going into 2025 https://www.investmentexecutive.com/soundbites/transcripts/transcript-tariffs-will-be-top-of-mind-for-investors-going-into-2025/ Tue, 17 Dec 2024 18:01:59 +0000 https://www.investmentexecutive.com/?p=498586 Corrado Tiralongo of Canada Life Investment Management says global growth will be lower than historical standards

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]]> Transcript: 2024 in review: elections, rates and a broadening out of markets https://www.investmentexecutive.com/soundbites/transcripts/transcript-2024-in-review-elections-rates-and-a-broadening-out-of-markets/ Tue, 10 Dec 2024 18:01:42 +0000 https://www.investmentexecutive.com/?p=498090 Brent MacLellan of Canada Life Investment Management says "resilient year" surprised to the upside

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]]> Transcript: Canadians have unique opportunity to benefit from strong U.S. dollar https://www.investmentexecutive.com/soundbites/transcripts/transcript-canadians-have-unique-opportunity-to-benefit-from-strong-u-s-dollar/ Tue, 03 Dec 2024 18:01:12 +0000 https://www.investmentexecutive.com/?p=497641 Jules Boudreau of Mackenzie Investments says markets have priced in the bump the dollar will likely get from a Trump presidency

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]]> Transcript: A broadening of markets will be positive for small-cap stocks https://www.investmentexecutive.com/soundbites/transcripts/transcript-a-broadening-of-markets-will-be-positive-for-small-cap-stocks/ Tue, 26 Nov 2024 18:01:00 +0000 https://www.investmentexecutive.com/?p=497291 Francis Gannon of Royce Investment Partners says investor attention is moving away from mega-cap names

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]]> Transcript: Focus on valuations is key when it comes to global equities https://www.investmentexecutive.com/soundbites/transcripts/transcript-focus-on-valuations-is-key-when-it-comes-to-global-equities/ Tue, 19 Nov 2024 18:01:05 +0000 https://www.investmentexecutive.com/?p=496859 As market conditions change, great companies can become unworkably expensive, says Bimal Patel of Canada Life Asset Management

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]]> Transcript: Tariffs could push China to apply more aggressive fiscal policy https://www.investmentexecutive.com/soundbites/transcripts/transcript-tariffs-could-push-china-to-apply-more-aggressive-fiscal-policy/ Tue, 12 Nov 2024 18:01:29 +0000 https://www.investmentexecutive.com/?p=496394 Chris Kushlis of T. Rowe Price says a 60% U.S. duty on imports from China would not be easily offset through currency depreciation

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]]> Transcript: U.S. election special: What’s ahead for global markets https://www.investmentexecutive.com/soundbites/transcripts/transcript-u-s-election-special-whats-ahead-for-global-markets/ Thu, 07 Nov 2024 21:35:48 +0000 https://www.investmentexecutive.com/?p=495649 As transition teams get to work in Washington, D.C., Jack Manley of J.P. Morgan Asset Management offers a macro view of America’s new direction

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]]> Transcript: Canadian equities well positioned for late-cycle environment https://www.investmentexecutive.com/soundbites/transcripts/transcript-canadian-equities-well-positioned-for-late-cycle-environment/ Tue, 29 Oct 2024 17:01:36 +0000 https://www.investmentexecutive.com/?p=495498 Lisa Conroy of Connor, Clark & Lunn says the U.S. election will be less influential than central bank moves and cyclical considerations

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]]> Transcript: Despite volatility risks, fundamentals remain key for growth investors https://www.investmentexecutive.com/soundbites/transcripts/transcript-despite-volatility-risks-fundamentals-remain-key-for-growth-investors/ Tue, 22 Oct 2024 17:01:45 +0000 https://www.investmentexecutive.com/?p=495080 Jyotsana Wadera of Putnam Investments says strong companies will withstand inevitable market corrections

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]]> Transcript: Inversion opportunities can still be found in high-yield bond market https://www.investmentexecutive.com/soundbites/transcripts/transcript-inversion-opportunities-can-still-be-found-in-high-yield-bond-market/ Tue, 15 Oct 2024 17:01:05 +0000 https://www.investmentexecutive.com/?p=494430 Dylan Herrmann of Brandywine Global says sub-par prices make non-investment-grade fixed income look attractive

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