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Multi-Asset Investing Podcast – Narrowing Equity Exposure in a Reopening Trade

Multi-Asset Investing Podcast – Narrowing Equity Exposure in a Reopening Trade

With the reopening trade well under way, Fred Demers and Brittany Baumann of the Multi-Asset Solutions Team dive deeper into recent changes made in the portfolio. From commodity prices to China’s “first in, first out” role in the pandemic, they break down the core drivers for an overweight position on Canadian equities, a neutral stance on US and Emerging Markets, and an overall tilt away from fixed income. They also discuss the recent Canadian federal budget announcement, and what it means for multi-asset investors.

Multi-Asset Investing Podcast – Narrowing Equity Exposure in a Reopening Trade

With the reopening trade well under way, Fred Demers and Brittany Baumann of the Multi-Asset Solutions Team dive deeper into recent changes made in the portfolio. From commodity prices to China’s “first in, first out” role in the pandemic, they break down the core drivers for an overweight position on Canadian equities, a neutral stance on US and Emerging Markets, and an overall tilt away from fixed income. They also discuss the recent Canadian federal budget announcement, and what it means for multi-asset investors.

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