A Smoother Ride
By
Murray Leith CFA, Executive Vice President & Director, Investment Research
Monday, March 15, 2021
At this year's virtual Annual Address, I discussed the current investment environment from a boating perspective.
The presentation delves into why the probable surge in economic activity from a vaccine-driven uncorking of pent-up demand creates new risks and opportunities and how we are navigating portfolios through rough seas.
For those who may have missed it, I've included the video below.