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Outlook 2024 – Introduction, Firm Update, and Discussion with a Macro Strategist

1- Introduction and Firm Update (00:05)

Nicolas Chevalier has assumed the role of Managing Partner of Pembroke Management. Andrew Bolton and Nicolas Chevalier briefly discuss these leadership changes and set the table for the event.

2- Discussion with a Macro Strategist (04:20)

Investing today is challenging as we deal with high market volatility, inflation and economic uncertainty. In this session, Jeff Tory led a discussion with Caroline Miller, a respected macro strategist, about the impact of macroeconomic factors on growth and financial markets, and what this means for investors.

Outlook 2024 – Fixed Income and International Strategy Updates

1- Fixed Income Strategy Update with Canso (00:05)
Inflation and rising interest rates have traditionally been a negative mixture for fixed income returns. However, recently, inflation has been slowing and there are reasons to be optimists. Andrew Bolton led a discussion with Richard Usher-Jones, of Canso, on these topics.

2- International Strategy Update with William Blair (35:43)
After a surprising 2023, the outlook for global growth stocks for 2024 and beyond is bright. To help you better understand why, Andrew Bolton hosted a discussion with Simon Fennell of William Blair. The duo used the session to discuss the key drivers in international growth stocks.

Outlook 2024 – Canadian Strategy Discussion and “Governance: Active Management in your Corner”

1- Current Markets: Canadian Strategy Discussion (00:05)

To help you gain a deeper understanding of Pembroke’s Canadian strategies, Jeff Tory led a discussion with members of the investment team, offering valuable insights on the past, present and future.

2- Governance: Active Management in Your Corner (48:23)

Governance can have a significant impact on the future growth of a company and the performance of an investment. Jeff Tory and Stephen Hui discuss how, as active managers, they evaluate the governance of a holding or potential investment, in contrast to more passive investment approaches.

Outlook 2024 – US Strategy Discussion, “Quality Growth: A Foundation to Building Wealth”

1- Current Markets: US Strategy Discussion (00:05)

To help you gain a deeper understanding of Pembroke’s US strategies, Jeff Tory led a discussion with members of the investment team, offering valuable insights on the past, present and future.

2- Quality Growth: A Foundation to Building Wealth (39:21)

Over the past 55 years, Pembroke has developed a quality growth approach to wealth creation. This long-term investment approach emphasises the importance of identifying companies with sound business models, innovative products or services and strong market potential. Jeff and the team discussed how this enables you to build your wealth.

Archive – All Past Recordings

To access an archive of the recordings for all past events, click here.

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