105: The Global Energy Crisis

AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking th ...  Show more

Private markets are moving from the sidelines of institutional portfolios into the mainstream of wealth management. As companies stay private longer and financing increasingly happens outside public exchanges, investors are beginning to rethink how broad the traditional investmen ...  Show more

Mega forces are creating major infrastructure needs. Christian Olinger, Portfolio Strategist of the BlackRock Investment Institute discusses why we find the most investment opportunities today in places where multiple mega forces intersect.

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Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian Investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user ...  Show more

Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ...  Show more

Has the latest U.S. CPI print cemented the end to Fed rate hikes? In our 200th episode, portfolio managers Matt Montemurro, Chris McHaney, and your host, McKenzie Box, analyze this small, but important, improvement on the inflation front. They also discuss what’s trending in BMO ...  Show more