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PODCAST

Insight is Capital™ Podcast

AdvisorAnalyst.com

The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.

business investing

All Episodes

9:36

Goshka Folda: What will make you the irreplaceable...

Insight is Capital™ Podcast ·

2018/12/05

Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm's findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of the investment business evolves, as a result of the convergence of AI, Fintech, and the proliferation of ETFs. On an increasing basis, advisors are facing mounting pressure as

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31:24

Jason Del Vicario: The Journey to Discretionary...

Insight is Capital™ Podcast ·

2018/09/25

Jason Del Vicario is a discretionary portfolio manager at Hillside Wealth Management (operating within Holliswealth/IA Securities) in Vancouver, BC. Jason's experience is varied, however, not unlike that of many Canadian advisors. Over the course of his career, and as a result of key decisions, he evolved into the discretionary fee-based portfolio manager he always envisioned being. Many advisors entered the financial advice business with a vision of how that would look, what it would be to achieve

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28:40

Greg Taylor: Outlook for Cannabis, Energy, and Banking

Insight is Capital™ Podcast ·

2018/06/28

We recently had an enlightening deep-dive conversation with Purpose Investments’ Greg Taylor, portfolio manager of the Purpose Marijuana Opportunities Fund (MJJ.NO) about his outlook for the hot Canadian cannabis sector. He also manages Purpose Investments’ Canadian Equity mandates, so we also discussed his outlook for the Canadian energy and banking sectors as well.

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24:16

David Rosenberg: In depth on Canada, U.S., and Global...

Insight is Capital™ Podcast ·

2018/05/30

Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada, the U.S., and the Global Economy, and what to do with assets given the current economic and market environment we are entering.AA: Hello and thank you for listening to the Insight is Capital podcast™. This is Pierre Daillie, Managing Editor of the AdvisorAnalyst.com and today we are very pleased to welcome David Rosenberg, Chief Economist with Gluskin Sheff + Associates and author of

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5:59

Som Seif: How has Q1's Volatility Changed Your Market...

Insight is Capital™ Podcast ·

2018/05/24

Som Seif, CEO, Purpose Investments discusses how his outlook has changed since the return of volatility to the markets in February of this year. We discuss areas of the market to avoid or reduce, and areas of the market that he favours.

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27:33

Dan Kelley: The Opportunity in Founder-Led Companies

Insight is Capital™ Podcast ·

2018/04/18

In this podcast, Dan Kelley, portfolio manager, Fidelity Investments, discusses how the opportunity of investing in founder-led companies has historically translated in higher returns. As a high school student, one of Dan Kelley's first jobs was working in a supermarket. At a young age he was interested in how businesses worked, how they were run. In high school he was inspired by legendary investor, Peter Lynch, after reading "One Up On Wall Street." Dan went on to work for two Wall Street

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29:39

Sandy Liang: The Credit Risk Thesis for Investors...

Insight is Capital™ Podcast ·

2018/03/31

We recently chatted with Sandy Liang, President, Purpose Investments Partners, and high yield fixed income portfolio manager to discuss his thesis on credit risk vs. interest rate risk for investors seeking yield in a rising rates environment. "Interest rate risk, or the risk of bond investments going down in value from a change in rates, is more worrisome right now than credit risk, or the risk that a company won’t be able to pay you back," says Sandy Liang. "A great example of this is the Taper

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26:18

Sandy Liang: A Leading High Yield Fund Manager's...

Insight is Capital™ Podcast ·

2018/03/31

We recently caught up with Sandy Liang, President, Purpose Investments Partners, and high-yield fixed income portfolio manager. Sandy's exemplary career on both the buy-side and sell-side in equities, and more notably in high yield, on Wall Street. have earned him a reputation as a shrewd, no-nonsense high yield and corporate bond portfolio manager. As a preamble to our discussion about where the opportunities are in high yield and corporate fixed income space, we talked about Sandy's background,

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9:39

Tom O'Gorman: Where are the Fixed Income Opportunities?

Insight is Capital™ Podcast ·

2018/02/23

In this final segment of our conversation with Tom O'Gorman, CFA, Portfolio Manager and Director of Franklin Bissett Fixed Income, we discuss the areas of opportunity in the bond market that he and Franklin Bissett Fixed Income are currently favouring. Where are the Fixed Income Opportunities in a rising interest rate environment? Thank you for listening. About Tom O'Gorman Tom O'Gorman, CFA, Senior Vice President, Director of Franklin Bissett Fixed Income, Franklin Bissett Investment Management in

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4:30

Tom O'Gorman: Are China's Large Forex Bond Purchases...

Insight is Capital™ Podcast ·

2018/02/23

In this segment of our conversation with Tom O'Gorman, CFA, SVP, Director of Fixed Income as Franklin Bissett Investment Management, we discuss the possibility that China's Forex reserve bond buying, which has resumed very strongly in the second half of 2017, may be theWhite Knight of the Fed's unwinding of QE as it turns down the volume on it's bond purchase program. About Tom O'Gorman Tom O'Gorman, CFA, Senior Vice President, Director of Franklin Bissett Fixed Income, Franklin Bissett Investment

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9:59

Tom O'Gorman: Are central banks caught between a...

Insight is Capital™ Podcast ·

2018/02/23

In this segment of in depth discussion about the bond market, Tom O'Gorman points out that while there is definitely inflation within financial market prices, its not clear whether there is clear pricing and consumer inflation. Are central banks caught between a pillar and post of conflicting views on inflation? What lies ahead? Our conversation continues. About Tom O'Gorman Tom O'Gorman, CFA, Senior Vice President, Director of Franklin Bissett Fixed Income, Franklin Bissett Investment Management

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7:56

Tom O'Gorman: Is the bond market right about the...

Insight is Capital™ Podcast ·

2018/02/23

We recently chatted with Tom O'Gorman, Senior Vice President, Director of Franklin Bissett Fixed Income, at Franklin Bissett Investment Management. Via the flattening of the yield curve the bond market has been expressing doubts about the economy, so we asked Tom O'Gorman to share his outlook, his perspectives on the market, and his thoughts on perception versus reality. Is the bond market right about the economy? About Tom O'Gorman TOM O'GORMAN, CFA, is Senior Vice President, Director of Franklin

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47:56

Stephen Lingard: Multi-Asset Outlook for 2018 (Full...

Insight is Capital™ Podcast ·

2018/01/31

In this podcast, we chatted at length with Stephen Lingard, SVP, and Portfolio Manager, Franklin Templeton Managed Solutions, about his Multi-Asset outlook for 2018. Steven Lingard shares his candid views about what this year and forward holds in store for investors, and how to prepare in advance for the change in regime that is underway, as central banks continue in their efforts to turn down the volume on quantitative easing Stephen Lingard is senior multi-asset portfolio manager directly

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8:39

Stephen Lingard: Where are the opportunities?

Insight is Capital™ Podcast ·

2018/01/29

In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year and beyond. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research, strategy, asset allocation, portfolio construction and risk management as well as extensive experience with retail and

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5:54

Stephen Lingard: Has Low Dispersion in Index Stocks...

Insight is Capital™ Podcast ·

2018/01/29

We asked Stephen Lingard for his thoughts on the argument that low dispersion in Index stocks is making it harder for active investors to beat their benchmarks. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research, strategy, asset allocation, portfolio construction and risk management as well as extensive

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4:13

Stephen Lingard: Why is the return of volatility...

Insight is Capital™ Podcast ·

2018/01/29

Stephen Lingard talks about why the return of volatility is heralded by active investors. "If I was managing an ETF portfolio, I would probably have concerns about a changing regime – a lot of what has worked worked over the last few years has been because of high stock correlations, sector correlations, and even cross-country correlations," says Lingard. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in

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3:43

Stephen Lingard: Undoing 'The Giant Monetary Experiment'

Insight is Capital™ Podcast ·

2018/01/29

We exchange thoughts with Stephen Lingard on the very 'managed' economy, markets, prices, risk, and earnings of 'The Great Monetary Experiment,' that is nearly a decade old. What does the future hold as the central bankers turn down the volume? Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research,

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6:08

Stephen Lingard: Is there a connection between...

Insight is Capital™ Podcast ·

2018/01/28

With volatility and inflation continuing to be AWOL, we wondered if there is any connection between the two. Why have both of these factors remained at historical lows for so long – where have they gone, and did they go together? "In an idealized world, we would look to construct portfolios that gave us a pure expression of our views on each of the main investment factors," says Lingard. "By doing this, we could construct portfolios with better diversification and a higher probability of producing

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7:31

Stephen Lingard: Investors did have a long memory...

Insight is Capital™ Podcast ·

2018/01/28

Stephen Lingard discusses, among other things, his strategic view that they continue to favour equities, because investors have had a long memory of the scars of 2008, and as a result this will most likely be the longest economic cycle on record. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research,

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14:39

Stephen Lingard: Multi-Asset Outlook for 2018 –...

Insight is Capital™ Podcast ·

2018/01/28

In this first part of our featured podcast series with Stephen Lingard, SVP and portfolio manager, Franklin Templeton Managed Solutions, we discuss the importance of anticipating change. "When volatility is at historical lows, perhaps you don’t need to attempt to see where the lightning bolt comes from," says Lingard. "In a world that feels complacent and desensitized to many of the risks that we remain conscious of, perhaps it is enough to simply anticipate a change and be prepared." Stephen

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234 results

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