Transcripts – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Tue, 11 Feb 2025 17:36:21 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Transcripts – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Transcript: Democracies provide best environment for emerging market returns https://uat-phoenix.investmentexecutive.com/soundbites/transcripts/transcript-democracies-provide-best-environment-for-emerging-market-returns/ Tue, 11 Feb 2025 18:01:37 +0000 https://www.investmentexecutive.com/?p=502026 Ross Cameron of Northcape Capital says a shift away from democracy damages a whole range of checks and balances, and typically hurts investor returns

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]]> Transcript: Recent ramp-up in loan-loss provisions could peak this year https://uat-phoenix.investmentexecutive.com/soundbites/transcripts/transcript-recent-ramp-up-in-loan-loss-provisions-could-peak-this-year/ Tue, 04 Feb 2025 18:01:07 +0000 https://www.investmentexecutive.com/?p=501400 James Black of Beutel Goodman Investment Counsel says the Canadian financial sector is cautiously optimistic about 2025

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]]> Transcript: Trump, tariffs and turbulence: What Canadian investors need to know https://uat-phoenix.investmentexecutive.com/soundbites/transcripts/transcript-trump-tariffs-and-turbulence-what-canadian-investors-need-to-know/ Tue, 28 Jan 2025 18:01:26 +0000 https://www.investmentexecutive.com/?p=500928 Corrado Tiralongo of Canada Life Investment Management offers a breakdown of the trade news coming out of Washington, D.C.

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]]> Transcript: Trump 2.0 strategy will increase market volatility https://uat-phoenix.investmentexecutive.com/soundbites/transcripts/transcript-trump-2-0-strategy-will-increase-market-volatility/ Tue, 21 Jan 2025 18:01:41 +0000 https://www.investmentexecutive.com/?p=500267 Chris Dillon of T. Rowe Price says incoming president’s neomercantilist views will upend trade policy and could spark return to higher interest rates

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]]> Transcript: For fixed-income investors, 2025 will be all about coupon clipping https://uat-phoenix.investmentexecutive.com/soundbites/transcripts/transcript-for-fixed-income-investors-2025-will-be-all-about-coupon-clipping/ Tue, 14 Jan 2025 18:01:22 +0000 https://www.investmentexecutive.com/?p=499952 Siena Sheldon of Brandywine Global Investment Management says active duration management will be key to bond success

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]]> Transcript: Canadian economy looks set to catch up in 2025 https://uat-phoenix.investmentexecutive.com/soundbites/transcripts/transcript-canadian-economy-looks-set-to-catch-up-in-2025/ Tue, 07 Jan 2025 18:01:11 +0000 https://www.investmentexecutive.com/?p=499276 Jack Manley of J.P. Morgan Asset Management says conditions are right for the U.S. to start to slow down as Canada picks up speed

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]]> Transcript: Tariffs will be top of mind for investors going into 2025 https://uat-phoenix.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://uat-phoenix.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://uat-phoenix.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://uat-phoenix.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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