Episode 52 Trade tensions, AI debt and higher yields: is your portfolio ready?

Prediction markets are coming to Canada. The team discusses how they work, the risks involved, and what separates investing from speculation.

With conflict in the Middle East intensifying, Wesley Blight and Yuko Girard, Portfolio Managers from the Multi-Asset Management Team of 1832 Asset Management, join the podcast to discuss what this means for energy, inflation, the global economy and how our clients’ portfolios are positioned at this time.

With tensions escalating into conflict in the Middle East, a wave of uncertainty and volatility has hit global markets. The news cycle is moving faster than most can process, so Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to provide some investment management perspective and insights for long-term investors.

After 3 years of markets reaching new highs, many are asking whether we are in a bubble or if there’s more room to run. Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, joins the podcast to chat about what’s really driving markets, the influence of artificial intelligence (A.I.) and what all of it could mean for your portfolio in 2026.