In this episode of Talking Trusts, we speak to Dean Orrico, manager of the Middlefield Canadian Income investment trust, about why the Canadian market is so attractive for investors right now.
00:00 Introduction and risk warnings
00:29 Why would an investor like Warren Buffett be interested in the Canadian market?
02:21 Do you still think interest rates will come down in Canada more quickly than in the US?
04:04 What are the facets of the natural gas and oil sector that are attractive?
06:28 Can you talk through your exposure to the real estate sector?
10:04 What’s the opportunity in the financials sector?