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Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
When the market itself quietly becomes the concentration risk, a top-down process built over 30 years may be exactly the second tool advisors didn't know they were missing. For most of the past decade, buying the market and achieving broad diversification were the same act. Today they are two separate jobs. In this episode of Insight Is Capital, host Pierre Daillie sits down with Christian Crête, Senior Portfolio Manager, Global Top-Down Strategies at Desjardins Global Asset Management, and Patrick Gagnon, Managing Director and Head of National Sales, Desjardins Investment Solutions, to…
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