In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund and Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund.
Subtitle: Navigating inflationary and rising rate environments to identify opportunities.
In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund and Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund. Together the team looks at last quarter’s performance, the macro factors that contributed to volatility and the ongoing geopolitical situation that is affecting markets. The team also discusses rising inflation, the interest rate hike cycle and M&A opportunities the team has been seeing lately. Amar and Justin also provide some insight into portfolio positioning and discuss some holdings in detail. The podcast ends with a book recommendation from Amar and Justin.
|[1:37]||Amar and Justin provide insight into how they are positioning their respective portfolios and how and where they are identifying opportunities in the market.|
|[5:07]||Justin and Amar dive into more detail on the impact that the rising rate environment and tightening monetary policy has had on markets.|
|[7:27]||Will M&A maintain its momentum from last year or has it slowed down? Amar provides insights and reasoning on the current level of M&A activity. Amar and Justin follow up with their thoughts on spreads.|
|[10:28]||Justin and Amar discuss some of their holdings in detail, and outline how they are positioning the portfolio going forward. Amar also discusses SPACs and where he is seeing an increase in interest.|
|[16:15]||Amar and Justin provide a book recommendation.|