Episodes
Wednesday May 04, 2022
Will Aldridge on investing in Canadian equity and resources
Wednesday May 04, 2022
Wednesday May 04, 2022
In this episode, host Matt Schnurr joins Mackenzie's William Aldridge, VP North American Equities.
Learn about:
(0:57) Initial thoughts on Canada
(2:55) How he approaches investing and managing portfolios
(5:17) Macro view of investing in Canada
(8:01) How the team allocates to small vs. mid vs. large caps
(10:54) How the team incorporates resources in portfolios
(16:40) Outlook for energy with green transition and climate change
(19:30) Pockets of opportunities in Canadian caps and sectors
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