MD Market Watch Podcast

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 high, but it’s a big market, so it’s very attractive for our long-term return assumptions, as we can diversify portfolios. Now, there’s less uncertainty now than there was at the beginning of 2023, and for me, that looks pretty good for a well-managed, traditional 60/40 portfolio.

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

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

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.

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 includes their outlook and discussion on portfolio positioning to take advantage of opportunities and avoid risks given recent market developments.

Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-30-looking-back-at-a-solid-performing-but-volatile-first-quarter/

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 launch of the MD Platinum Global Private Equity 2023 Trust. We reviewed private equity basics, how the asset class has been impacted by recent events, MD’s private equity offerings and more.

Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-29-private-equity-spotlight/

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, and Richard Schmidt of the Multi-Asset Management Team. 

Legal disclaimers and full transcript available here: https://invested.mdm.ca/portfolio-performance-expectations-check/

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 2022, discuss their outlook for 2023 and describe how we’re positioned to take advantage of opportunities and avoid risks to start the year. 

Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/performance-2022-investment-and-outlook-for-2023 

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 include inflation, the interest rate environment, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/here-s-what-you-need-to-know-after-a-messy-third-quarter

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 can improve the financial situation of its members and the latest updates about the Medicus Pension Plan. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/pension-plans-medicus-podcast

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 conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/markets-are-down-inflation-is-high-now-what

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 process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/how-responsible-investing-is-part-of-investment-management-process

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 forward and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/what-is-up-with-fixed-income 

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, inflation proving more stubborn than anticipated, the path for interest rates and the impact of Russia’s invasion of Ukraine. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/market-volatility-is-back

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 performance, MD fund and portfolio takeaways and what lies ahead for 2022. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/episode-20-stubborn-inflation-rising-interest-rates-and-expensive-stocks

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 portfolio takeaways – and what lies ahead in the fourth quarter and beyond. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/is-the-post-pandemic-equity-rally-over 

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 performance and key takeaways – and their expectations for what’s ahead. Legal disclaimers and full transcript available here:  https://invested.mdm.ca/md-blogs/whats-up-with-fixed-income-inflation-and-the-global-economy-as-we-try-to-stomp-out-the-pandemic 

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 MD’s investment philosophy. Legal disclaimers and full transcript available here:  https://invested.mdm.ca/md-blogs/why-cryptocurrencies-like-bitcoin-don-t-fit-in-our-investment-philosophy 

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 disclaimers and full transcript available here:  https://invested.mdm.ca/home/the-financial-planning-and-investing-landscape-for-canadas-physicians 

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/home/ongoing-recovery-and-interesting-changes-in-global-markets-2