Insights

The portfolio management team joins the podcast to answer questions about the U.S., high-flying markets, artificial intelligence and more.

What happens to the markets if A.I. doesn’t live up to the hype? Ryan Nicholl warns that while capital spending is booming, returns are still lagging.

Yuko Girard, Vice President and Portfolio Manager, joins BNN Bloomberg to discuss the market outlook amid tech pullback.

Myles Zyblock on how sentiment can shape strategy and how investors are navigating an environment where traditional playbooks may no longer apply.

Learn about the expanded investment opportunity set of private equity and how it can boost the yield profile of traditional portfolios.

Learn about the expanded investment opportunity set of Private Real Estate and how it can boost the yield profile of traditional portfolios.

The Bank of Canada and U.S. Federal Reserve leave interest rates unchanged as growth and inflation outlook remains uncertain.

The global economic outlook has improved as U.S. trade policy and its global impact has become clearer.

Noah discusses the current market’s condition and what he hopes to see as we move forward and more.