Transcripts – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 24 Apr 2024 20:37:04 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Transcripts – Investment Executive https://www.investmentexecutive.com 32 32 Transcript: Opportunity alert: European equities underpriced https://www.investmentexecutive.com/soundbites/transcripts/transcript-opportunity-alert-european-equities-underpriced/ Tue, 30 Apr 2024 17:01:54 +0000 https://www.investmentexecutive.com/?p=484738 Sean Kenzie of Setanta Asset Management says European outperformance compared to the U.S. has not yet been reflected in prices

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]]> Transcript: Bonds offer attractive combo of returns and diversification https://www.investmentexecutive.com/soundbites/transcripts/transcript-bonds-offer-attractive-combo-of-returns-and-diversification/ Tue, 23 Apr 2024 17:01:10 +0000 https://www.investmentexecutive.com/?p=484351 Jack Delany of Irish Life Investment Managers says fixed income can be a very powerful tool in investor portfolios

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]]> Transcript: Large-cap stocks have an advantage but fundamentals still matter https://www.investmentexecutive.com/soundbites/transcripts/transcript-large-cap-stocks-have-an-advantage-but-fundamentals-still-matter/ Tue, 16 Apr 2024 17:01:33 +0000 https://www.investmentexecutive.com/?p=483556 Jack Manley of J.P. Morgan Asset Management says regardless of where you’re looking on the market cap-spectrum, company analysis is key to investment success

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]]> Transcript: AI will be in everything, everywhere… but not all at once https://www.investmentexecutive.com/soundbites/transcripts/transcript-ai-will-be-in-everything-everywhere-but-not-all-at-once/ Tue, 09 Apr 2024 17:01:33 +0000 https://www.investmentexecutive.com/?p=483187 Kathrin Forrest of Capital Group says it’s difficult to put a box around investment opportunities in the era of generative artificial intelligence

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]]> Transcript: Despite the headlines, real-estate activity remains ‘significant’ https://www.investmentexecutive.com/soundbites/transcripts/transcript-despite-the-headlines-real-estate-activity-remains-significant/ Tue, 02 Apr 2024 17:01:09 +0000 https://www.investmentexecutive.com/?p=482874 Steve Marino of GWL Realty Advisors says $50 billion in transactions in 2023 underscores investor confidence

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]]> Transcript: Energy investors should ignore the noise, focus on facts https://www.investmentexecutive.com/soundbites/transcripts/transcript-energy-investors-should-ignore-the-noise-focus-on-facts/ Tue, 26 Mar 2024 17:01:22 +0000 https://www.investmentexecutive.com/?p=482566 Zeba Mirza of Foyston Gordon & Payne says Canada’s energy industry looks the best it has ever looked.

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]]> Transcript: Cash is not king when it’s kept on the sidelines https://www.investmentexecutive.com/soundbites/transcripts/transcript-cash-is-not-king-when-its-kept-on-the-sidelines/ Tue, 19 Mar 2024 17:01:20 +0000 https://www.investmentexecutive.com/?p=482181 Chris Koltek of Portfolio Solutions Group says it could be time to cash in those money market accounts

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]]> Transcript: Central banks determined to avoid back-and-forth inflation fight https://www.investmentexecutive.com/soundbites/transcripts/transcript-central-banks-determined-to-avoid-back-and-forth-inflation-fight/ Wed, 13 Mar 2024 13:08:41 +0000 https://www.investmentexecutive.com/?p=481940 Dustin Reid of Mackenzie Investments says uncertainty destroys consumers and business confidence

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]]> Transcript: Fixed-income opportunities can be found at both ends of the curve https://www.investmentexecutive.com/soundbites/transcripts/transcript-fixed-income-opportunities-can-be-found-at-both-ends-of-the-curve/ Tue, 05 Mar 2024 18:01:01 +0000 https://www.investmentexecutive.com/?p=481352 As interest rates settle and global economies respond, fixed-income investors need to take a tactical, nuanced stance, says Katie Klingensmith of Brandywine Global

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]]> Transcript: Prospects for India and China couldn’t be more different https://www.investmentexecutive.com/soundbites/transcripts/transcript-prospects-for-india-and-china-couldnt-be-more-different/ Tue, 27 Feb 2024 18:01:38 +0000 https://www.investmentexecutive.com/?p=480882 Ross Cameron of Northcape Capital says the two emerging-market giants are on very different economic paths

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