MD Market Watch Podcast
39 episodes - English - Latest episode: 13 days ago -Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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Episodes
Equities thrive, fixed income stalls as we wait for rate cuts
April 19, 2024 22:00 - 17 minutes - 11.9 MBDescription: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now.
The fourth quarter put the year on its back: The importance of staying invested
February 01, 2024 21:00 - 17 minutes - 12.3 MBThere’s three reasons to stay invested right now. Number one, fixed-income outlook looks particularly more appealing than it’s been for most of the past several years. For stocks, even after a nice run, valuations are starting to get a little high, but it’s a big market, so it’s very attractive for our long-term return assumptions, as we can diversify portfolios. Now, there’s less uncertainty now than there was at the beginning of 2023, and for me, that looks pretty good for a well-managed, ...
Episode 33: Markets pull back in the third quarter – here’s what you need to know
October 23, 2023 13:00 - 12 minutes - 8.96 MBWe look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now.
Episode 32: Top-of-mind investing topics and questions with our portfolio managers
September 18, 2023 20:00 - 41 minutes - 28.5 MBThe portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more.
Episode 31: Despite a solid performing second quarter, uncertainties remain
July 17, 2023 13:00 - 12 minutes - 8.95 MBWe look back at the key drivers of investment performance in the second quarter of 2023 and discuss how to position your portfolio. Listen now.
Looking back at a solid performing, but volatile first quarter
May 04, 2023 17:00 - 19 minutes - 13.3 MBCraig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in the first quarter of 2023. This includes their outlook and discussion on portfolio positioning to take advantage of opportunities and avoid risks given recent market developments. Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-30-looking-back-at-...
Private equity spotlight: Portfolio benefits and more
April 17, 2023 13:00 - 18 minutes - 12.7 MBWesley Blight, Portfolio Manager, and Belgacem Ghazi, Senior Portfolio Analyst, of the Multi-Asset Management Team of 1832 Asset Management, join the MD Market Watch Podcast to discuss private equity, which is back by popular demand via the launch of the MD Platinum Global Private Equity 2023 Trust. We reviewed private equity basics, how the asset class has been impacted by recent events, MD’s private equity offerings and more. Legal disclaimers and full transcript available here: https://i...
Special episode: Checking in on performance and performance expectations
April 13, 2023 14:00 - 24 minutes - 17.2 MBThis special episode is playback of a conversation with the portfolio management team about recent performance and performance expectations. Hosted by Kelli Costigan, PIC Portfolio Manager, this episode features Wesley Blight, Mark Fairbairn, and Richard Schmidt of the Multi-Asset Management Team. Legal disclaimers and full transcript available here: https://invested.mdm.ca/portfolio-performance-expectations-check/
Reflecting on 2022 and discussing what kind of performance will we see in 2023
January 18, 2023 14:00 - 23 minutes - 16.4 MBCraig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in 2022, discuss their outlook for 2023 and describe how we’re positioned to take advantage of opportunities and avoid risks to start the year. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/performance-2022-investment-and-outlook-for-2023
Here’s what you need to know after a messy third quarter
October 18, 2022 14:00 - 18 minutes - 12.5 MBCraig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager, of the Multi-Asset Management Team of 1832 Asset Management reflect on the third quarter and discuss their outlook for the rest of the year. Topics discussed include inflation, the interest rate environment, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/here-s-what-you-need-to-know-after-a-messy-third-quarter
Special episode: The Medicus Pension Plan – For Canada’s incorporated physicians
August 15, 2022 18:00 - 11 minutes - 8.17 MBDanielle Amiel, Director, Governance & Risk Management for the Medicus Pension Plan, and Craig Maddock, Vice-President & Senior Portfolio Manager of the Multi-Asset Management team discuss pension plans – what they are, how they work, how they can improve the financial situation of its members and the latest updates about the Medicus Pension Plan. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/pension-plans-medicus-podcast
Markets are down and inflation is high… Now what?
July 21, 2022 12:00 - 22 minutes - 15.8 MBCraig Maddock, Vice-President and Senior Portfolio Manager, and Mark Fairbairn, Portfolio Manager, look back at the second quarter of 2022 and discuss what’s likely in store for the near term. Topics discussed include market events, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/markets-are-down-inflation-is-high-now-what
Responsible investing is part of our investment management process
July 18, 2022 13:00 - 20 minutes - 14.5 MBJean-Francois Bordeleau, Senior Practice Manager, and David Larocque, Portfolio Analyst, at MD Financial Management (MD) discuss responsible investing at MD – why it’s important, how it works and why it’s ingrained in our investment management process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/how-responsible-investing-is-part-of-investment-management-process
What is up with fixed income?
June 08, 2022 13:00 - 21 minutes - 14.7 MBWesley Blight, Assistant VP and Portfolio Manager of the Multi-Asset Management team explains the current state of fixed income investing – recent negative performance, the role fixed income plays in a portfolio, what we can expect going forward and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/what-is-up-with-fixed-income
What is up with fixed income?
June 08, 2022 13:00 - 21 minutes - 14.9 MBWesley Blight, Assistant VP and Portfolio Manager of the Multi-Asset Management team explains the current state of fixed income investing – recent negative performance, the role fixed income plays in a portfolio, what we can expect going forward and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/what-is-up-with-fixed-income
Market volatility is back!
April 28, 2022 15:00 - 27 minutes - 19 MBCraig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager of the Multi-Asset Management team chat about what happened in a somewhat volatile first quarter. Topics discussed include the return of stock market volatility, inflation proving more stubborn than anticipated, the path for interest rates and the impact of Russia’s invasion of Ukraine. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/market-volatility-is-back
Stubborn inflation, rising interest rates and expensive stocks
January 26, 2022 20:00 - 28 minutes - 19.6 MBCraig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team look back at 2021 – headlines (inflation, interest rates, valuations, metaverses and cryptocurrencies) and performance, MD fund and portfolio takeaways and what lies ahead for 2022. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/episode-20-stubborn-inflation-rising-interest-rates-and-expensive-stocks
Is the post-pandemic equity rally over?
October 26, 2021 19:00 - 26 minutes - 17.9 MBCraig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team at MD Financial Management review the third quarter of 2021 – market events and performance, MD fund and portfolio takeaways – and what lies ahead in the fourth quarter and beyond. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/is-the-post-pandemic-equity-rally-over
What’s up with fixed income, inflation and the global economy as we try to stomp out the pandemic?
July 29, 2021 15:00 - 33 minutes - 23.3 MBCraig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team at MD Financial Management review the second quarter of 2021 – events that impacted markets, MD portfolio performance and key takeaways – and their expectations for what’s ahead. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/whats-up-with-fixed-income-inflation-and-the-global-economy-as-we-try-to-stomp-out-the-pandemic
Why cryptocurrencies like Bitcoin don’t fit in our investment philosophy
July 05, 2021 18:00 - 34 minutes - 23.9 MBJean-Francois Bordeleau, Senior Practice Manager, Investments, Mark Fairbairn, Assistant VP and Portfolio Manager, and Craig Maddock, VP and Senior Portfolio Manager, at MD Financial Management discuss cryptocurrencies within the framework of MD’s investment philosophy. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/why-cryptocurrencies-like-bitcoin-don-t-fit-in-our-investment-philosophy
The financial planning and investing landscape for Canada’s physicians
June 18, 2021 13:00 - 30 minutes - 21.2 MBJulie Petrera, National Lead of Financial Planning Content, and Jean-Francois Bordeleau, Senior Practice Manager, Investments, at MD Financial Management discuss investing within the context of financial planning for physician families. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/the-financial-planning-and-investing-landscape-for-canadas-physicians
Ongoing recovery and interesting changes in global markets
April 26, 2021 14:00 - 30 minutes - 21.3 MBCraig Maddock and Ian Taylor dissect the first quarter of 2021 – the ongoing recovery, changes within global markets and sticking to a proven investment process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/ongoing-recovery-and-interesting-changes-in-global-markets-2
Ongoing recovery and interesting changes in global markets
April 26, 2021 14:00 - 30 minutes - 21.4 MBCraig Maddock and Ian Taylor dissect the first quarter of 2021 – the ongoing recovery, changes within global markets and sticking to a proven investment process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/ongoing-recovery-and-interesting-changes-in-global-markets-2
Inflation – Too hot? Too cold? Or, just right?
April 06, 2021 16:00 - 9 minutes - 6.91 MBWesley Blight joins the podcast to discuss inflation – what it is, why it’s in headlines and what it means for investors. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/inflation-too-hot-too-cold-or-just-right
Introducing the MD Platinum Global Private Credit Pool
March 01, 2021 14:00 - 21 minutes - 15 MBWesley Blight and Greg Scott introduce the MD Platinum Global Private Credit Pool. Learn more about MD Platinum and how it can benefit investors and get updates on existing MD Platinum products. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/introducing-the-md-platinum-global-private-credit-pool
Craig Maddock and Ian Taylor on 2020 and what’s ahead.
January 21, 2021 17:00 - 15 minutes - 10.5 MBCraig Maddock and Ian Taylor on 2020 and what’s ahead. Surprise, 2020 was pretty good for investors and there’s plenty of optimism for 2021. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/looking-back-at-2020-and-looking-forward-to-2021
Jean-Francois Bordeleau and Mark Fairbairn on socially responsible investing
December 04, 2020 18:00 - 18 minutes - 12.6 MBIn this episode Senior Practice Manager, Jean-Francois Bordeleau and Assistant VP and Portfolio Manager, Mark Fairbairn discuss the history of socially responsible investing, current opportunities and trends, and MD’s approach to providing investment choice to our clients. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/socially-responsible-investing
Special episode: U.S. election discussion – What could happen and what does it mean for you?
October 30, 2020 13:00 - 57 minutes - 39.8 MBJulie Petrera and Jean-Francois Bordeleau discuss the U.S. election – What could happen and what does it mean for you? Legal disclaimers available here: https://invested.mdm.ca/home/us-election-discussion-what-could-happen-and-what-it-means-for-you
Craig Maddock and Ian Taylor on Q3 2020: A story of recovery and volatility
October 23, 2020 13:00 - 19 minutes - 13.3 MBCraig Maddock and Ian Taylor recap the third quarter of 2020 – the ongoing economic and stock market recovery, the impact to MD funds and portfolios, and expectations for what’s ahead. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/q3-2020-review-and-outlook
Edward Golding talks all things private equity
September 03, 2020 16:00 - 12 minutes - 8.41 MBEdward Golding, discusses the MD Platinum Global Private Equity Pool – how it has performed, how the pandemic has impacted the asset class, and why its still a unique investment opportunity. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/the-pandemic-and-private-equity
Craig Maddock and Ian Taylor recap the second quarter of 2020
July 22, 2020 13:00 - 21 minutes - 14.8 MBCraig Maddock and Ian Taylor recap the second quarter of 2020 – the impact of re-opening economies, a sharp stock market rebound, and expectations for what’s ahead. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/living-through-the-pandemic-q2-2020-review-and-outlook
Wesley Blight explains bond yields
June 19, 2020 15:00 - 25 minutes - 17.5 MBWesley Blight explains bond yields. What it is, how it’s related to other important economic variables, and why it matters today. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/whats-up-with-bond-yields
Ian Taylor provides an update on the U.S.-China relationship
June 01, 2020 17:00 - 8 minutes - 5.67 MBIan Taylor provides an update on the U.S.-China relationship, why it’s important, why it’s complicated, and expectations going forward. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/u-s-china-relationship
Mark Fairbairn explains value and growth investing
May 14, 2020 20:00 - 25 minutes - 17.3 MBMark Fairbairn explains value and growth investing styles. What exactly are these investment styles, which is better, and why is it so important today?Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/value-and-growth-investing
Ed Golding explains quantitative easing
April 30, 2020 15:00 - 15 minutes - 11 MBWhat is it? How does it work? And why is it so important to global markets during the COVID-19 pandemic. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/quantitative-easing-and-why-it-s-important-to-global-markets
Craig Maddock and Ian Taylor on Q1 2020
April 21, 2020 12:00 - 15 minutes - 10.5 MBReviewing market and MD Portfolio performance amid the COVID-19 pandemic and where we go from here. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/reviewing-market-and-md-portfolio-performance-amid-the-covid-19-pandemic
Craig Maddock on markets reeling from COVID-19, our outlook, and our strategy
April 03, 2020 16:00 - 25 minutes - 17.5 MBCraig Maddock is Vice-President and Senior Portfolio Manager of the Multi-Asset Management team at MD Financial Management. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/craig-maddock-on-markets-our-outlook-and-our-strategy
MD Platinum Global Private Equity Pool
August 05, 2019 17:00 - 6 minutes - 4.79 MBPlease join Craig Maddock, Vice President, and Edward Golding, Assistant Vice President with the Investment Management and Strategy team, as they discuss MD Platinum Global Private Equity Pool performance, investments, trends and new MD Platinum offerings.
Spring 2019: Improving and modernizing our portfolio strategy
June 13, 2019 14:00 - 7 minutes - 5.45 MBCraig Maddock and Mark Fairbairn, VP and AVP or Investment Management and Strategy at MD discuss the latest updates to our portfolio strategy.