On the Money with Dynamic Funds

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving ETF growth and solutions for Canadian investors.

Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equities, while Daryl emphasizes critical tax-efficient income strategies and key criteria for selecting fund managers.

Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager Ryan Nicholl takes you around the world highlighting the regions and sectors where he is finding the best opportunities in today’s market environment to invest in quality defensive businesses.

A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing.

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts to optimize tax-efficient investment choices for retirees.

Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager, Jeremy Lucas explore a broad range of topics in credit and issues facing investors today. Jeremy highlights the risks and opportunities in credit markets and provides insights into Dynamic’s Specialized Credit Team’s investment process.

David De Pastena, vice-président des Solutions de portefeuille, se penchent sur les intrigants rebondissements de 2023 et partagent leur vision de ce que nous réserve 2024. Dans ce balado, il explorent certains facteurs clés qui orientent les stratégies de placement et les perspectives des différentes catégories d’actifs, qu’il s’agisse du rebond surprenant des sociétés technologiques à grande capitalisation, des tendances économiques mondiales ou de l’incidence potentielle de l’intelligence artificielle. De plus, il discute de la complexité du marché canadien de l’habitation et des défis liés au taux élevé d’endettement des ménages face à la hausse des coûts de remboursement des prêts hypothécaires.

Vice President & Portfolio Manager, Frank Latshaw, explains how infrastructure is set up well for what lies ahead in this new market cycle with the potential to generate healthy total returns in the years ahead.

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green, delve into the dynamic realm of exchange-traded funds. In this episode, they are joined by special guest Bloomberg Intelligence analyst, Eric Balchunas. Together, they examine the complexities of active versus passive ETF investing, the U.S. ETF landscape and discuss the intriguing world of Bitcoin ETFs. Tune in for valuable perspectives on the ever-evolving ETF market.

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena dive into the intricacies of constructing a Paycheque portfolio. In this episode, they explore the unique asset classes needed for building a portfolio dedicated to generating a steady income in retirement. From the importance of alternative investments, annuities, and growth strategies, they provide valuable insights and advocate professional advice on creating an effective and sustainable Paycheque portfolio.

Chief Investment Strategist, Myles Zyblock and David De Pastena, Vice President, Portfolio Solutions, as they reflect on the intriguing twists of 2023 and share insights into what lies ahead in 2024. From the surprising rebound of large-cap tech companies to global economic trends and the potential impacts of AI, this podcast explores the key factors shaping investment strategies and the outlook for various asset classes. Additionally, they discuss the complexities of the Canadian housing market and the challenges posed by high levels of household debt in the context of rising mortgage servicing costs.

Vice President & Portfolio Manager, Jennifer Stevenson, discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and how Canadian energy companies check a lot of the right boxes.

Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs Alan Green, explore money movement within the Canadian ETF industry over this past year. They discuss the driving forces behind various market segments and evaluate some regulatory shifts that can potentially shape the industry. From traditional ETFs to crypto ETFs, they analyze how market dynamics can impact investor behavior and how this can affect ETF flows going forward.

Vice President of ETF Distribution Peter Tomiuk and Vice-President and Head of ETFs Alan Green, dissect the fundamental essence of ETFs and delve into their investment industry evolution. Together we will uncover the tale of their rise, current positioning, and offer an insightful glimpse into the probable pathways that await the ETF industry in the coming years.

Vice President & Portfolio Manager Tom Dicker and Vice President & Senior Portfolio Manager Jason Gibbs discuss what’s been happening in the bond and equity markets year-to-date that has led investors into the “cash trap”. While GICs offer an attractive short-term solution, for longer term investors the importance of dividend paying equities to grow a portfolio remains intact. Uncertainty in the market has created opportunities in high-quality dividend stocks.

Vice-President & Portfolio Manager Tom Dicker sits down with Portfolio Manager Nick Stogdill as they rewind to the banking upheaval of March and fast forward to the evolving financial landscape. Nick and Tom break down the crisis's aftermath, exploring the factors influencing Canadian banks, regulatory changes, and the rise of alternative financial players. Gain valuable insights into the strategies that could shape the future of the financial services industry.

Portfolio Manager Tarun Joshi discusses the global challenges that are creating secular investment opportunities within Industrials while highlighting several key themes.

Chief Retirement Income Strategist, Daryl Diamond explores the paycheque portfolio approach for retirees and depicts how it can offer a more stable and stress-free retirement income, regardless of market fluctuations.

David De Pastena, vice-président, Solutions de portefeuilles, met en lumière les approches de placement possibles d’adopter à la retraite durant les turbulences des marchés. Apprenez-en plus au sujet des stratégies de placement en fonction du passif auxquelles ont fréquemment recours les caisses de retraite. Découvrez aussi en quoi elles se comparent au concept des portefeuilles à revenus. Cette baladodiffusion est accessible en français seulement.

Vice President & Portfolio Manager, Frank Latshaw, explains how the benefits offered by infrastructure – stability, long-term growth, some yield – haven’t really changed. However, a different market cycle is presenting some challenges, creating the need to be more selective of opportunities.