The Uncertainty Premium: Finding Value When Markets Fear Change
Update: 2025-06-05
Description
Recorded live on May 29 at the Nicola Wealth Vancouver Strategic Insights event, this episode features Chairman, CEO, and CIO John Nicola in conversation with the firm's senior investment leaders. Together, they explore how the team is approaching today's market environment and identifying opportunities across real estate, private capital, and public assets.
Featuring:
- Alex Messina, Managing Director, Nicola Real Estate
- Robert Olsen, Head of Private Capital
- Ben Jang, Portfolio Manager, Investment Strategist
- William John, Co-Head, Public Assets – Fixed Income
This episode shares our perspectives on portfolio construction and the role of different asset classes in a diversified strategy.
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