National Bank Investments
Date: October 24, 2022
Time: 2:30 PM EDT

Navigating troubled water
Long-Term Market Expectations

This webinar is intended for advisors, asset owners, family offices, alternative managers, and wholesalers.


The valuation shock experienced by major asset classes in 2022 translated into better return expectations across most market segments, specifically for bonds. But as the inflationary environment continues to evolve and with a trend toward deglobalization appearing to emerge, which asset classes are most likely gain traction and how can investors navigate troubled waters as diversification opportunities become scarcer?

Join our discussion with Martin Lefebvre, Chief Investment Officer and Strategist at National Bank Investments, and Louis Lajoie, Director Investment Strategy, who will share NBI’s long-term market expectations and elaborate their viewpoints of global markets and economies.

The archive of the webinar is no longer available.

Host

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  • Martin Felton

    Vice President, National Sales

Speakers

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  • Martin Lefebvre

    Chief Investment Officer and Strategist, National Bank Investments

Martin is the Chief Investment Officer of National Bank Investments responsible for the development investment soclutions and the management of tactical asset allocation mandates. With over 20 years of experience in financial markets, Martin also managed the portfolio management team at Private Banking 1859.

Prior to joining National Bank, Martin was a Vice-President, Asset Allocation, at Natcan Investment Management. He also served as Senior Economist and Strategist for Desjardins Group, and as a U.S. Economist with the Department of Finance Canada.

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  • Louis Lajoie

    Director, Investment Strategy CIO Office, National Bank Investments

Louis Lajoie is an Investment Strategist in the Chief Investment Officer (CIO) Office at National Bank Investments. In this role, he is actively involved in tactical and strategic asset allocation analysis and decision-making, as well as in the development of quantitative tools applied to portfolio management. He acts as the managing editor of the group’s monthly asset allocation strategy report.

Mr. Lajoie began his career in 2016 as an analyst with National Bank's Financial Markets rotation program. This position led him to work in Corporate Banking and Sales & Trading in Montréal, Toronto and Calgary for a year, after which he fully integrated the team of the Office of the Chief Investment Officer.

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