Episode 37: Canada cuts interest rates and U.S. equities continue to run on AI

MD Market Watch Podcast

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.