Claim OwnershipOn the Money with Dynamic
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On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth.
115 Episodes
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Vice President and Head of ETFs, Alan Green and Vice President of ETF Distribution, Peter Tomiuk are joined by Chris Pitts, Partner, Asset & Wealth Management at PwC to discuss the momentum in Canadian and Global ETF flows. Chris present’s findings from PwC's recent decade-long ETF survey publication, focusing on key trends such as the innovations in thematic offerings, how the influence of technological advancements are enhancing investor engagement, and also provides predictions of continued robust growth for ETFs in Canada.
In this episode, Mark Brisley, Managing Director & Head of Dynamic Funds and Jean-François Perrault, Senior Vice-President & Chief Economist at Scotiabank, explore the effects of the U.S. election outcome on the Canadian economy amid the recent stock market rally and the implications for Canadian investors in light of the shifting U.S. policies to come. As investors anticipate tax cuts and deregulation to drive growth, we discuss how a second Trump administration might impact Canada, particularly regarding trade, immigration, and energy.
Dans cet épisode, Éric Hallé, Vice-président régional, est du Canada, reçoit Roger Rouleau, vice-président et gestionnaire de portefeuille, pour examiner les avantages d’investir dans les obligations à escompte. Cet épisode a pour objectif d’aider les détenteurs de titres à revenu fixe à comprendre les importants changements survenus sur le marché obligataire et à trouver des stratégies pour conserver une plus grande part de leurs revenus. M. Rouleau explique les occasions qui s’offrent aux porteurs d’obligations et la manière dont la gestion active d’obligations à escompte peut être fiscalement avantageuse pour les investisseurs canadiens.
Vice President & Senior Portfolio Manager Romas Budd sits down with Vice President & Senior Portfolio Manager Derek Amery to discuss the recent move by the US Federal Reserve to cut interest rates by half a percentage point, kicking off what could be a steady period of easing in the US.
Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money management, to discuss the findings of a new groundbreaking study that challenges conventional wisdom about bond investing. Professor Cremers highlights the challenges encountered by asset managers in passive index creation & replication, which has often led to significant negative deviations from their benchmarks & many active competitors. He also illustrates the material concerns related to "passive" bond management and sheds light on the concept of ‘positive performance persistence’, which helps explain how funds with high active share and historically proven capabilities are more likely to exhibit strong future performance.
Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upcoming products, to the adoption and use of multi-asset, active and income-generating ETFs.
David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth, Co-creator of the Savvy Cybersecurity Training Program, and Co-author of Hack-Proof Your Life Now! The New Cybersecurity Rules, to discuss how individuals and small businesses can stay safe online. Devin explains what cybersecurity is, what to be aware of, how to protect yourself, available resources, costs, what to do if you’re a victim and more.
Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point for long-term investors.
Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.
Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, this conversation can help you sort out where different currencies are and where they might be headed.
Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your ETF investments.
Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains inclusion rate, changes for real estate owners and what taxpayers can do to preserve wealth.
Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving ETF growth and solutions for Canadian investors.
Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager Ryan Nicholl takes you around the world highlighting the regions and sectors where he is finding the best opportunities in today’s market environment to invest in quality defensive businesses.
A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing.
Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts to optimize tax-efficient investment choices for retirees.
Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager, Jeremy Lucas explore a broad range of topics in credit and issues facing investors today. Jeremy highlights the risks and opportunities in credit markets and provides insights into Dynamic’s Specialized Credit Team’s investment process.
Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green, delve into the dynamic realm of exchange-traded funds. In this episode, they are joined by special guest Bloomberg Intelligence analyst, Eric Balchunas. Together, they examine the complexities of active versus passive ETF investing, the U.S. ETF landscape and discuss the intriguing world of Bitcoin ETFs. Tune in for valuable perspectives on the ever-evolving ETF market.
Vice President & Portfolio Manager, Jennifer Stevenson, discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and how Canadian energy companies check a lot of the right boxes.
Vice President of ETF Distribution Peter Tomiuk and Vice-President and Head of ETFs Alan Green, dissect the fundamental essence of ETFs and delve into their investment industry evolution. Together we will uncover the tale of their rise, current positioning, and offer an insightful glimpse into the probable pathways that await the ETF industry in the coming years.
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