Investment management and strategy

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Podcasts

Q1 review – key factors that influenced client portfolios

April 2012

Craig Maddock, Vice President of Investment Management and Marija Kraljevic Assistant Vice President of Investment Strategy discuss economies, markets and other factors that influenced the performance of client portfolios during Q1 2012.

Listen to the webcast

Download .mp3 (8min55, 8.3MB)

The expertise behind MD funds


March 2011

Craig Maddock, Vice President, Investment Management, shares his insights on why MD portfolios are unique.

Play webcast (with slides)

Download .mp3 (6:00, 6MB)

Articles

Rising interest rates… do I need to worry about my bond portfolio?

Outlines the relationship between inflation and interest rates, explains the role of the yield curve, and describes how MD has structured MD funds’ fixed-income securities to capture opportunities.

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Managing currencies in your portfolio

Explains how currency can affect your investment portfolio, describes the factors that have caused our Canadian dollar to appreciate in recent years, and outlines the process we now use to manage currencies in our funds and pools.

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The risks of inflation and deflation

Explains the distinction between inflation and deflation, the impact of inflation on bond prices, how inflation can affect your investment portfolio, and MD’s multi-layered approach to inflation/deflation factors.

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Investing in healthcare technologies

Features conversations with several of our fund advisors, and provides their perspectives on some of the innovations that are taking place in the global healthcare sector.

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Beyond borders

Explains how broadening your investment horizon may give you the opportunity to manage risk in your portfolio, while tapping into the investment potential of sectors that are under-represented in Canada.

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Brochures

Maximizing tax efficiency with eligible dividends

If you’ve chosen to set up a professional corporation, it’s important to ensure that its investment strategy maximizes the potential for asset growth and income generation for retirement. Read how dividend-producing investments stack up against other types of investment income when it comes to tax, and how they offer a number of benefits that are appealing for a professional corporation’s investment portfolio.

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Tax-efficient cash flow with MD series T solutions

This brochure explains how MD’s series T investment solutions can meet your cash flow and tax minimization needs by offering a source of reliable monthly cash flow, with distributions paid out as a tax-efficient return of capital.

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Series T solutions for a couple

These case studies demonstrate how MD’s series T investment solutions can meet your cash flow and tax minimization needs by offering a source of reliable monthly cash flow, with distributions paid out as a tax-efficient return of capital.

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