In this video, Rui Cardoso, Managing Director, Head of Global Equities at Beutel Goodman, provides a review of the Beutel Goodman U.S. Large Cap Value strategy. As co-lead portfolio manager for the strategy, Rui reviews performance, positioning, and portfolio activity as well discusses the current market environment and the recent reconstitution of the Russell Style indices.   This video has...

    This video has been prepared for Beutel Goodman clients and registered advisors and is not for other audiences. Please do not copy or distribute it to other parties. For greater certainty, if you are a registered advisor, it is for your internal use only and not for external distribution to an investor or potential investor. Note: This recording...

The Beutel Goodman Sustainable Bond Fund seeks to maximize portfolio returns by investing primarily in a well-diversified portfolio of investment-grade Canadian government and Canadian corporate bonds of various maturities. The average term to maturity of the Fund’s investments may range from 6 to 15 years. The Fund focuses on fundamental research and a rigorous review of issuers’ overall creditworthiness. The Fund...

This is confidential for internal use by advisors only. Not for external distribution to an investor or potential investor.Why own global value equities today Owning Global Value equities today serves as a vital portfolio hedge against high market concentration and valuations, particularly in the U.S. and within pockets of the Information Technology ecosystem. Adding a Global Value option within a...

by Beutel Goodman Fixed Income Team   The Canadian economy has slipped into what is known as a technical recession. Two consecutive quarters of negative annualized growth (down -1.0% in Q4 2025 and -0.1% in Q1 2026) fits the familiar rule-of-thumb definition and is certainly enough to attract attention. But this current episode feels different. The key question is not...

Only a few months ago, Canadian and U.S. inflation appeared to be gliding steadily closer to target. Bond markets were increasingly confident that central banks would soon have room to ease, particularly as pockets of stress were emerging in private credit, and concerns around artificial intelligence and trade uncertainty weighed on the growth outlook. Market pricing increasingly reflected confidence that...

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      This video has been prepared for registered advisors and is not for other audiences. Please do not copy or distribute it to other parties. For greater certainty, if you are a registered advisor, it is for your internal use only and not for external distribution to an investor or potential investor. Note: This recording represents the views...

by Beutel Goodman Fixed Income Team   One of the basic foundations of neoclassical economic theory is that commodities are priced at the intersection of supply and demand. Because supply can shift suddenly with weather, outages or logistics, it often drives the largest price swings. In commodities such as bananas, plentiful harvests can push prices down, while droughts and other...

    This video has been prepared for Beutel Goodman clients and registered advisors and is not for other audiences. Please do not copy or distribute it to other parties. For greater certainty, if you are a registered advisor, it is for your internal use only and not for external distribution to an investor or potential investor. Note: This recording...