November 1, 2023 | portfolio managers' brief

PART 2: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023

BY: Jason Ayres
In this second part to my discussion with Richard Croft Founder & CIO, we discuss portfolio rebalancing and portfolio performance comparative to the stock market indices we track such as the S&P 500, Nasdaq and TSX as well as a brief outlook on our expectations for 2024.

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PART 1: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
PART 1: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023

PART 1: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023

In part one of our conversation, Founder and CIO RIchard Croft touches on the anticipated direction of interest rates and how Canadian banks have been impacted by the current economic environment and what to expect going forward. He also comments on inflation expectations and just how we are managing risk in client portfolios.