The Download with David Richardson
Episodes
The technology sector in turbulent times
25 Jan 2022
Contributed by Lukas
Ongoing concerns around inflation and central bank rate hikes have resulted in a slow start to the year for technology sector. How long will the...
Market news: U.S. bank earnings, inflationary pressure, and tech sector troubles
21 Jan 2022
Contributed by Lukas
This episode, Stu Kedwell, Co-Head of North American Equities, covers the latest news in the financial sector. Earnings season is well underway in the...
Emerging markets: key themes for 2022
20 Jan 2022
Contributed by Lukas
China’s sharp economic slowdown weighed heavily on emerging markets last year. As the country navigates regulatory uncertainty and tighter...
Where are the dividend opportunities in the cyclical sector?
18 Jan 2022
Contributed by Lukas
In this episode, Stu Kedwell, Co-Head of North American Equities, discusses the outlook for dividend growth in cyclical companies, particularly in ene...
Canadian equities: 2022 at a glance
13 Jan 2022
Contributed by Lukas
Will the Canadian stock market maintain its streak of solid performance in 2022? This episode, Scott Lysakowski, Head of Canadian Equities at Phillips...
Forecasting the Federal Reserve
11 Jan 2022
Contributed by Lukas
A hawkish pivot from the U.S. Federal Reserve has mapped its way inonto markets and into the economy in many different ways. This episode, Chief Econo...
What to expect from markets in 2022
06 Jan 2022
Contributed by Lukas
Soaring inflation, rising interest rates, and a rapidly-spreading variant; As many of the key themes from 2021 cross over into the New Year, there are...