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-solid-performing-but-volatile-first-quarter/
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