Market Monitor Audiocasts

September 2022 Market Monitor

In this four-minute video, Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team discusses his perspective on the fixed income markets. Hear how they are responding to one of the worst years for bonds in recorded history.

In this three-minute video, Paul Punzo, Vice President Portfolio Strategy, IPC Portfolio Services, discusses recent portfolio adjustments the PM Team has made and our positioning going forward.

In this four-minute video, hear from James Black, Portfolio Manager with Beutel Goodman, and Jeff Bradacs, Portfolio Manager with Picton Mahoney Asset Management, as they discuss their approach to equity investing in today’s challenging environment.

January 2020 Market Monitor

At our recent Toronto Due Diligence conference, we asked six of our Investment specialists to share their outlook for 2020. In this video, managers from Picton Mahoney, Sionna, TSW, Irish Life, Mackenzie, and Mt. Lucas to tell us how they are positioning their portfolios for the upcoming year.

May 2019 Market Monitor

At our recent New York Due Diligence conference, we asked three of our investment specialists to provide perspective on market volatility in Q4 and the subsequent rebound in Q1. In this video, Brandon Harrell of TSW, Tim Rudderow of Mt. Lucas, and Brandon Geisler of Marsico explain what they are doing in their portfolios now, and how they are positioned for the remainder of 2019.

January 2019 Market Monitor

At our recent Toronto Due Diligence conference, we asked six of our Investment specialists to share their market outlook for 2019. In this video, managers from Picton Mahoney, Franklin Templeton, Irish Life, Mackenzie, Mawer, and Mt. Lucas provide their perspectives of what 2019 might bring, with a conclusion from Corrado Tiralongo, Counsel’s Chief Investment Officer.