Episode Summary
Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth’s unique pool of funds with an array of featured guests.
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Ethan Astaneh to provide a recap on the markets in the fourth quarter of 2022.
Ben breaks down the complexities of inflation so you can better understand the current economic climate and make educated decisions when it comes to investing. He also explains the signs to look out for when it comes to recessions and emphasizes the importance of paying attention to earnings, as this is the best indicator of how companies are performing during different economic cycles.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Guest Bio
Rob Edel
Rob is the Chief Investment Officer at Nicola Wealth.
Before joining the team at Nicola, Rob spent nine years working for one of Canada’s largest money managers and — most recently — as a Portfolio Manager responsible for managing U.S. equities for the firm’s high-net-worth clients. Previous to that, he spent seven years working for the Treasury Department of a Major Canadian Chartered Bank, splitting his time between Vancouver and Toronto. Rob has completed his CFA.
For his full bio, visit: NicolaWealth.com/Our–Team/Rob–Edel
About the Host - Ethan Astaneh
Ethan is a Financial Advisor in the firm’s Vancouver office. He provides strategic advice to high net worth business owners, professionals, and retirees, and offers his clients a wide range of financial services, including; retirement income planning, business succession, and continuation planning, investment management, tax and estate planning, charitable giving, and intergenerational wealth transfer. Ethan is also the host for the Market Commentary segment of the Wealth Exchange podcast.
For his full bio, visit: NicolaWealth.com/Our-Team/Ethan-Astaneh
Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.
