Transcripts | Investment Executive https://www.investmentexecutive.com/soundbites/transcripts/ Canada's news source for financial professionals Tue, 16 Dec 2025 18:47:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Transcripts | Investment Executive https://www.investmentexecutive.com/soundbites/transcripts/ 32 32 Transcript: Challenge for 2026: balance resilience and opportunism https://www.investmentexecutive.com/soundbites/transcripts/transcript-challenge-for-2026-balance-resilience-and-opportunism/ Tue, 16 Dec 2025 18:01:27 +0000 https://www.investmentexecutive.com/?p=526995 Corrado Tiralongo of Canada Life says the interplay between AI investment and global fragmentation will create unique volatility

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]]> Transcript: Tis the season for tax loss harvesting https://www.investmentexecutive.com/soundbites/transcripts/transcript-tis-the-season-for-tax-loss-harvesting/ Tue, 09 Dec 2025 18:01:29 +0000 https://www.investmentexecutive.com/?p=526873 Chris Reynolds of Investment Planning Counsel says year-end buying and selling will create plenty of mispricings

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]]> Transcript: Next year’s USMCA renegotiations are ‘fork in the road’ for Canada https://www.investmentexecutive.com/soundbites/transcript-next-years-usmca-renegotiations-are-fork-in-the-road-for-canada/ Tue, 02 Dec 2025 17:01:22 +0000 https://www.investmentexecutive.com/?p=526522 Vim Thasan of Beutel Goodman says they’ll either reduce recession fears or stoke continued economic concern

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]]> Transcript: Fed heads into next meeting light on data, long on caution https://www.investmentexecutive.com/soundbites/transcripts/transcript-fed-heads-into-next-meeting-light-on-data-long-on-caution/ Tue, 25 Nov 2025 18:01:09 +0000 https://www.investmentexecutive.com/?p=526037 Brandywine Global’s Siena Sheldon says with key jobs and inflation data delayed, policymakers are proceeding carefully as they weigh their next move

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]]> Transcript: When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/transcripts/transcript-when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:57 +0000 https://www.investmentexecutive.com/?p=525450 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

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]]> Transcript: Macro factors lining up nicely for investment in real assets https://www.investmentexecutive.com/soundbites/transcripts/transcript-macro-factors-lining-up-nicely-for-investment-in-real-assets/ Tue, 11 Nov 2025 18:01:48 +0000 https://www.investmentexecutive.com/?p=525066 Vince Childers of Cohen & Steers says resource equities and infrastructure look particularly attractive in the current moment

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]]> Transcript: Investment community seeking clarity in Carney’s first budget https://www.investmentexecutive.com/soundbites/transcript-investment-community-seeking-clarity-in-carneys-first-budget/ Tue, 04 Nov 2025 21:50:34 +0000 https://www.investmentexecutive.com/?p=523968 Richard Chang of Canada Life offers his take on the 2025 Canadian federal budget

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]]> Transcript: Magnificent 7, sure… but increase exposure to S&P 493 too https://www.investmentexecutive.com/soundbites/transcripts/transcript-magnificent-7-sure-but-increase-exposure-to-sp-493-too/ Tue, 28 Oct 2025 17:01:47 +0000 https://www.investmentexecutive.com/?p=523506 Jack Manley of J.P. Morgan Asset Management says it’s time for investors to cast a wider net in search of earnings

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]]> Transcript: Canadian bond markets pricing in one more rate cut this year https://www.investmentexecutive.com/soundbites/transcripts/transcript-canadian-bond-markets-pricing-in-one-more-rate-cut-this-year/ Tue, 21 Oct 2025 17:01:14 +0000 https://www.investmentexecutive.com/?p=522817 But Dustin Reid of Mackenzie Investments says Bank of Canada may not stop there, given the current housing and labour malaise

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]]> Transcript: Reshaping of global supply chains opens up opportunities https://www.investmentexecutive.com/soundbites/transcripts/transcript-reshaping-of-global-supply-chains-opens-up-opportunities/ Tue, 14 Oct 2025 17:01:16 +0000 https://www.investmentexecutive.com/?p=522233 Companies with tariff resilience and pricing power appear set to shine in 2026, says Auritro Kundu of AGF Management

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