Keith Dicker on Canadian Equities, Economic Challenges, and Portfolio Diversification Strategies
Lead-Lag Live - A podcast by Michael A. Gayed, CFA
Discover the layers of modern investing with Keith Dicker, founder and Chief Investment Officer of IceCap Asset Management, as we navigate the volatile world of Canadian equities and their global counterparts. Keith unveils the complexities of portfolio diversification beyond the traditional 60-40 split, urging investors to embrace a mix of cash, currencies, sovereign debt, credit, equities, and commodities. Together, we dissect the fervor surrounding equities and anticipate market shifts fol...