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Episode 49: War, oil, inflation and what we think is next for markets
Apr 15, 2026
17m 07s
Episode 48: What conflict in the Middle East means for your portfolio
Mar 17, 2026
11m 43s
Episode 47: Market outlook 2026: Are we in an A.I. bubble
Mar 17, 2026
33m 02s
Episode 46: Market peaks, rate tweaks—what’s next?
Oct 14, 2025
20m 24s
Episode 45: From southern neighbors to A.I. - Insights from the portfolio management team
Sep 9, 2025
29m 35s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/15/26 | Episode 49: War, oil, inflation and what we think is next for markets✨ | waroil+4 | Wesley BlightYuko Girard | 1832 Asset Management | Middle East | Middle Eastenergy+4 | — | 17m 07s | |
| 3/17/26 | Episode 48: What conflict in the Middle East means for your portfolio | With tensions escalating into conflict in the Middle East, a wave of uncertainty and volatility has hit global markets. The news cycle is moving faster than most can process, so Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to provide some investment management perspective and insights for long-term investors. | 11m 43s | ||||||
| 3/17/26 | Episode 47: Market outlook 2026: Are we in an A.I. bubble | After 3 years of markets reaching new highs, many are asking whether we are in a bubble or if there’s more room to run. Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to chat about what’s really driving markets, the influence of artificial intelligence (A.I.) and what all of it could mean for your portfolio in 2026. | 33m 02s | ||||||
| 10/14/25 | Episode 46: Market peaks, rate tweaks—what’s next? | Is it time to celebrate or worry? With equity markets at all-time highs despite a slowing global economy, Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, unpacks the situation. Other topics covered in the episode include trade, A.I., interest rates and key investment lessons taken from the current environment. | 20m 24s | ||||||
| 9/9/25 | Episode 45: From southern neighbors to A.I. - Insights from the portfolio management team | The portfolio management team address top-of-mind questions coming from our clients and advisors. In this episode, we discuss the multi-faceted relationship between Canada and the U.S., fixed income and equity markets, our portfolio management approach in the current environment, artificial intelligence (A.I.) and more. Hosted by Susan Petersson, this episode features Wesley Blight, Richard Schmidt, Ian Taylor and Qi Zhang from the Multi-Asset Management Team. | 29m 35s | ||||||
| 7/21/25 | Episode 44: Tariffs, tensions, and turnarounds | 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 with Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Yuko Girard, VP and Portfolio Manager. | 16m 33s | ||||||
| 5/16/25 | Episode 43: Answering client questions with the Multi-Asset Management Team | In this episode, the portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include our outlook, with a focus on the U.S. given current events, what the team has done and how it works during times of increased uncertainty, a discussion on how active management adds value and more. Hosted by Susan Petersson, this episode features Ross Swanson, Ian Taylor, Wesley Blight, Richard Schmidt and Yuko Girard from the M... | 25m 11s | ||||||
| 4/15/25 | Episode 42: What tariffs, trade tensions and market volatility means for investors | Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, VP and Portfolio Manager, discuss tariffs, market volatility and what it all means for investors. | 28m 24s | ||||||
| 2/13/25 | Episode 41: A year in review with the Multi-Asset Management team | Craig 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 an overall strong 2024 and discuss top-of-mind topics – including the interest rate and inflation environment, expectations for market performance, portfolio positioning, and more. | 24m 12s | ||||||
| 1/24/25 | Episode 40: Special Episode – Presidents, Prime Ministers and Portfolio Positioning | The portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include the new Trump administration, tariffs, our U.S. equity positioning, the resignation of Prime Minister Trudeau and more. Hosted by Susan Petersson, Portfolio Manager and Director, this episode features Mark Fairbairn, Wesley Blight, Yuko Girard and Richard Schmidt from the Multi-Asset Management Team. | 30m 39s | ||||||
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| 1/20/25 | Episode 39: Convenient exposure to a diversified global private real estate investment | With the launch of the MD Platinum™ Global Private Real Estate 2025 Trust, we discuss private real estate – what it is, how it works, its benefits and more. | 20m 29s | ||||||
| 10/24/24 | Episode 38: Market dynamics are changing once again, here’s what it means for investors | Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, delve into the Federal Reserve’s first interest rate cut, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into the last quarter of the year and beyond. | 30m 54s | ||||||
| 7/19/24 | Episode 37: Canada cuts interest rates and U.S. equities continue to run on AI | Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, reflect on the first six months of the year and discuss what we can expect for the remainder of 2024. Topics covered in this episode include interest rate cuts, interest rate expectations, artificial intelligence, the strong performance of U.S. equities, portfolio performance and positioning. | 23m 41s | ||||||
| 5/22/24 | Investing 101: A beginner’s guide to investing | The basics of investing, from GICs, stocks, bonds, mutual funds and ETFs, to common investing misconceptions and the value of an advisor. Listen now. | 33m 17s | ||||||
| 4/19/24 | Equities thrive, fixed income stalls as we wait for rate cuts | Description: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now. | 16m 47s | ||||||
| 2/1/24 | The fourth quarter put the year on its back: The importance of staying invested | There’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, t... | 17m 25s | ||||||
| 10/23/23 | Episode 33: Markets pull back in the third quarter – here’s what you need to know | We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now. | 12m 31s | ||||||
| 9/18/23 | Episode 32: Top-of-mind investing topics and questions with our portfolio managers | The portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more. | 40m 55s | ||||||
| 7/17/23 | Episode 31: Despite a solid performing second quarter, uncertainties remain | We look back at the key drivers of investment performance in the second quarter of 2023 and discuss how to position your portfolio. Listen now. | 12m 30s | ||||||
| 5/4/23 | Looking back at a solid performing, but volatile first quarter | Craig 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-a... | 18m 51s | ||||||
| 4/17/23 | Private equity spotlight: Portfolio benefits and more | Wesley 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://in... | 17m 59s | ||||||
| 4/13/23 | Special episode: Checking in on performance and performance expectations | This 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/ | 24m 29s | ||||||
| 1/18/23 | Reflecting on 2022 and discussing what kind of performance will we see in 2023 | Craig 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 | 23m 21s | ||||||
| 10/18/22 | Here’s what you need to know after a messy third quarter | Craig 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 | 17m 41s | ||||||
| 8/15/22 | Special episode: The Medicus Pension Plan – For Canada’s incorporated physicians | Danielle 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 | 11m 46s | ||||||
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