Transcripts | Investment Executive Canada's news source for financial professionals Wed, 29 Apr 2026 21:06:55 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://old.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Transcripts | Investment Executive 32 32 Transcript: Faster market rotations may be the new normal https://old.investmentexecutive.com/soundbites/transcripts/transcript-faster-market-rotations-may-be-the-new-normal/ Tue, 05 May 2026 17:01:12 +0000 https://www.investmentexecutive.com/?p=537632 Katherine Owen of Mackenzie Investments says investors should aim for nimble, ‘all-weather’ portfolios rather than single-factor bets

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]]> Transcript: Listed private equity offers access… but with more volatility https://old.investmentexecutive.com/soundbites/transcripts/transcript-listed-private-equity-offers-access-but-with-more-volatility/ Tue, 28 Apr 2026 17:01:29 +0000 https://www.investmentexecutive.com/?p=537042 Alan Duffy of Keyridge Asset Management says private equity platforms are evolving beyond traditional buyout strategies

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]]> Transcript: Resurgence of international equities has ‘room to run’ https://old.investmentexecutive.com/soundbites/transcripts/transcript-resurgence-of-international-equities-has-room-to-run/ Tue, 21 Apr 2026 17:01:20 +0000 https://www.investmentexecutive.com/?p=536445 Isabella Giordano of J.P. Morgan Asset Management says EAFE outperformance signals broader shift beyond U.S. dominance

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]]> Transcript: As constraints rise, portfolio construction pivots to resilience https://old.investmentexecutive.com/soundbites/transcripts/transcript-as-constraints-rise-portfolio-construction-pivots-to-resilience/ Tue, 14 Apr 2026 17:01:47 +0000 https://www.investmentexecutive.com/?p=535808 Corrado Tiralongo of Canada Life says we’re moving into a world where markets are primarily driven by supply shocks

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]]> Transcript: Trust is the foundation of scalable advisory practices https://old.investmentexecutive.com/soundbites/transcripts/transcript-trust-is-the-foundation-of-scalable-advisory-practices/ Tue, 07 Apr 2026 17:01:21 +0000 https://www.investmentexecutive.com/?p=535493 Part 2 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy. This week: Trust

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]]> Transcript: Stay the course: real assets are built for geopolitical shocks https://old.investmentexecutive.com/soundbites/transcripts/transcript-stay-the-course-real-assets-are-built-for-geopolitical-shocks/ Tue, 31 Mar 2026 17:01:15 +0000 https://www.investmentexecutive.com/?p=534913 Vince Childers of Cohen & Steers says it's important to stay invested and avoid knee-jerk moves in times of turmoil

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]]> Transcript: As uncertainty rises, case for non-U.S. equities strengthens https://old.investmentexecutive.com/soundbites/transcripts/transcript-as-uncertainty-rises-case-for-non-u-s-equities-strengthens/ Tue, 24 Mar 2026 17:01:31 +0000 https://www.investmentexecutive.com/?p=534301 Seth Weingram of Acadian Asset Management says valuation gaps and growth trends favour markets outside America

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]]> Transcript: Oil shocks and geopolitics reshape outlook for fixed income https://old.investmentexecutive.com/soundbites/transcripts/transcript-oil-shocks-and-geopolitics-reshape-outlook-for-fixed-income/ Tue, 17 Mar 2026 17:01:19 +0000 https://www.investmentexecutive.com/?p=533718 Dustin Reid of Mackenzie Investments says global turmoil is delaying attractive entry point for fixed income

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]]> Transcript: Regime shift puts Canadian equities back in global spotlight https://old.investmentexecutive.com/soundbites/transcripts/transcript-regime-shift-puts-canadian-equities-back-in-global-spotlight/ Tue, 10 Mar 2026 17:01:52 +0000 https://www.investmentexecutive.com/?p=533188 Lisa Conroy of Connor, Clark & Lunn says Canada’s market structure aligns with next global investment cycle

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]]> Transcript: AI remains dominant but be selective and diversified https://old.investmentexecutive.com/soundbites/transcripts/transcript-ai-remains-dominant-but-be-selective-and-diversified/ Tue, 03 Mar 2026 18:01:38 +0000 https://www.investmentexecutive.com/?p=532513 Jyotsana Wadera of Putnam Investments says picking winners requires company-by-company analysis

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