Episodes

  • Are 3 years of market highs setting up a bubble? A 2026 market outlook

    Are 3 years of market highs setting up a bubble? A 2026 market outlook
    Jan 3 2026
    Are 3 years of market highs really setting up a bubble, or is there more room to run? In this episode, Greg Sweet and Portfolio Manager Wes Blight chat about what’s really driving markets, how AI is shaping today’s rally, and what all of it could mean for your portfolio in 2026.
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    34 mins
  • Market peaks, rate tweaks–what’s next?

    Market peaks, rate tweaks–what’s next?
    Oct 3 2025
    Portfolio manager Wes Blight unpacks market highs, rate shifts, and the impact of AI, trade, and global trends.
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    22 mins
  • Tariffs, tensions, and turnarounds

    Tariffs, tensions, and turnarounds
    Jul 4 2025
    After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead.
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    21 mins
  • Tariffs and the new world order?

    Tariffs and the new world order?
    Apr 8 2025
    Trade tensions, slowing growth, technological disruptions, and shifting market dynamics – here’s what it all means for you and your portfolios.
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    30 mins
  • The year ahead 2025 with our Chief Investment Strategist

    The year ahead 2025 with our Chief Investment Strategist
    Jan 27 2025
    The podcast explores the implications of the Trump 2.0 administration in the year ahead, global growth, and the impact on the future.
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    17 mins
  • A year in review with the Multi-Asset Management Team

    A year in review with the Multi-Asset Management Team
    Jan 21 2025
    Join the Multi-Asset Management Team's Craig Maddock and Wesley Blight, along with host Greg Sweet, as they analyze 2024's market performance and outline their investment outlook for 2025. Their discussion explores central bank rate cuts, potential implications of Trump's tariff policies, and more.
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    25 mins
  • 3Q24 in Review with the Multi-Asset Management Team

    3Q24 in Review with the Multi-Asset Management Team
    Oct 7 2024
    With three quarters down, equity markets enjoyed another robust quarter, with gains pushing many indices to new heights. Fixed income has been thriving amid easing central bank policies in Canada, the US, and beyond. Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They delve into significant 2024 events: the Federal Reserve’s first interest rate cut in September, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into 2025.
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    32 mins
  • 2Q24 In Review With The Multi-Asset Management Team

    2Q24 In Review With The Multi-Asset Management Team
    Jul 11 2024
    With the first half of 2024 behind us, the equity market rally persisted, driven in part by the AI narrative. In Canada, equity markets remained relatively flat during the second quarter, while fixed income experienced a resurgence. On the recent 'Let's Talk Investing' podcast, Greg Sweet, Scotia Securities Director, engages in conversation with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Vice President & Portfolio Manager, both from the Multi-Asset Management team. They discuss key events of 2024 so far, including the recent interest rate cut by the Bank of Canada, diverging monetary policies compared to the US, the impact of AI narratives on the markets, and what lies ahead for the second half of the year.
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    26 mins