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Listen "Bonds are Back"
Episode Synopsis
Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President
& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose
Devli to unpack the uncertainty looming over consumer spending, corporate
capital expenditures, and the potential for a slowdown or recession. They
examine how these factors intertwine with tariffs and the implications as bond
yields rallying and risk assets selling off, they provide insights and
strategies to help you navigate this complex landscape of fluctuating policies
and geopolitical tensions.
& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose
Devli to unpack the uncertainty looming over consumer spending, corporate
capital expenditures, and the potential for a slowdown or recession. They
examine how these factors intertwine with tariffs and the implications as bond
yields rallying and risk assets selling off, they provide insights and
strategies to help you navigate this complex landscape of fluctuating policies
and geopolitical tensions.
More episodes of the podcast On the Money with Dynamic
Bonds Are Chic Again
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Gold that Glitters
25/09/2025
The Hidden Risk in Your Portfolio
11/09/2025
The U.S. is Riskier Than You Think
28/08/2025
Don’t use the “S" word
14/08/2025
Key ETF Trends on the Rise
23/05/2025
Gold, Uranium, and the Impact of Tariffs
20/02/2025
Tariffs, Trade and Canadian Banks
19/02/2025
In God we trust