Q2 2024 Market Outlook with Keith Allan - Vancouver - The Polestar Podcast

Topics in this episode

Vancouver Diversification investment fixedincome velawealth

Episode notes

This episode covers: Market Movements - A deep dive into the S&P 500's performance, Canadian market trends, and the continued dominance of tech stocks. Interest Rates - Insights into Canada's recent rate cut, its impact on fixed income markets, and comparisons with the US Federal Reserve's stance. Investment Strategies - The role of cash as an asset class, private and alternative asset performance, and strategic adjustments in portfolios. Q3 Expectations - What to expect in the typically calm summer months and the anticipated market activities post-Labor Day. About the Guest - Keith Allan Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. To learn more, please visit Harness Investment Management team page .