The Outlook for 2021

Recorded on January 15, 2021

In the first episode of 2021, Bill Harris and Bryden Teich discuss Avenue’s outlook for the year ahead. Throughout their conversation they highlight the dilemma that investors continue to face in a low interest rate world. Bryden touches on the persistent role that Central Banks are playing with their continued market intervention, while Bill highlights the type of investments that are included in the Avenue portfolio.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

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November Market Update

Recorded on November 20, 2020

Matt Manara and Bryden Teich discuss the busy month of November for the markets and summarize how the 2020 election result and recent positive vaccine news are impacting different asset classes including stocks, bonds, and gold.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

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The Bond Market View on Government Debt

Recorded on October 7, 2020

In this episode Bryden Teich and Paul Gardner discuss the significant amount of government debt that has been issued thus far in 2020 and what the bond market is telling investors.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

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Second Quarter Recap

Recorded on July 23, 2020

In this episode, Bill Harris and Bryden Teich discuss the Avenue Q2 2020 Quarterly Letter and some of the things investors should be thinking about for the second half of 2020.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

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The Federal Reserve & Real Yields

Recorded on June 11, 2020

In Episode 9, Bryden Teich and Matt Manara discuss news from the recent Federal Reserve meeting and the concept of yield curve control. They highlight previous examples of yield curve control and the impact it had on real interest rates and asset prices.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

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What’s Driving the Stock Market?

Recorded on May 19, 2020

Bryden Teich and Bill Harris discuss the partial recovery in the stock market during May and what has been driving the recent moves. They also discuss why the stock market and the underlying economy have diverged and highlight some of the fiscal and monetary policy responses that are causing this divergence.

They also discuss the debate between Value vs. Growth investing in light of the current market environment.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

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Assessing the Bond Market

Recorded on April 3, 2020

In Episode 7, Paul Gardner and Bryden Teich give an updated assessment of fixed income markets in April 2020. They talk about the impact that bond ETF’s had during the selloff in March and highlight a few areas where they are finding value in the corporate bond market.

They also discuss the size of government fiscal deficits in Canada and the United States and the chance that this leads to higher inflation down the road.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

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