Market Update Videos

Q4 2021 Market Update

Adapting to a New Bond Environment

January 2022

Mike Quinn speaking on video in the boardroom

Mike Quinn, CIO, discusses his key takeaways from 2021 and what he expects in 2022 with a focus on inflation, interest rates, and monetary policy.

The Art of Hedging

Set it and forget it? It's not so easy

November 2021

the art of hedging. set it and forget it? it's not that easy

Alex Evis, Chief Risk Officer, and David Galica, Portfolio Manager, answer your questions about managing risk in volatile market environments.

Peter Metcalfe, Principal and Head of High Yield, who leads our RP Select Opportunities strategy sits down with Liam O'Sullivan, Principal and Co-Head of Client Portfolio Management, to discuss what happened in the markets during Q2 2021 and what it means for us.

A Conversation with the CEO

Q1 2021 Market Update

March 2021

Richard Pilosof sits down with Liam O'Sullivan to share how he has managed the business during Covid-19 and work-from-home orders and what he has learned. They also discuss the current state of the market and what the outlook is moving forward.

Risk Management

February 2021 Market Update

February 2021

Alex Evis and Liam O'Sullivan discuss Alex's background and risk philosophy, the changes he has made to the firm's risk framework, and his views on current market risks and tail risk hedging.

Rebound and Recovery

November 2020 Market Update

November 2020

David Matheson & Liam O'Sullivan discuss the market updates from November 2020 and the outlook moving forward into the new year.