Transcripts | Investment Executive https://www.investmentexecutive.com/soundbites/transcripts/ Canada's news source for financial professionals Tue, 02 Dec 2025 18:15:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 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: 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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]]> Transcript: Global uncertainty brings elevated risk of recession https://www.investmentexecutive.com/soundbites/transcripts/transcript-global-uncertainty-brings-elevated-risk-of-recession/ Tue, 30 Sep 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=521260 Corrado Tiralongo of Canada Life says with the current headwinds, this is not the time for investors to double down on risk

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]]> Transcript: Blend of passive and active investing makes sense in complex markets https://www.investmentexecutive.com/soundbites/transcripts/transcript-blend-of-passive-and-active-investing-makes-sense-in-complex-markets/ Tue, 23 Sep 2025 17:00:00 +0000 https://www.investmentexecutive.com/?p=519003 Welcome to Soundbites, weekly insights on market trends and investment strategies, brought to you by Investment Executive and powered by Canada Life. For today’s Soundbites, we’re talking about passive funds with Chris Koltek, institutional client portfolio specialist with Portfolio Solutions Group. We talked about best asset classes for passive strategies, how to use them in […]

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