Shifting supply chains, a change in macroeconomic direction and an opportunity in oil are several reasons why active fund managers have been busy over the last year. IGTV’s Jeremy Naylor caught up with Dean Orrico, fund manager of the London-listed Middlefield Canadian Income Trust, who articulated what the last year has done to the investment environment. He brings it all together and looks ahead to the rest of the year to discuss the opportunities.
