We sat down this week with John O’Connell and Don Ritchie to gets their views on a number of topics against the backdrop of the banking storm and volatility in financial markets.

O’Connell, Chairman, CEO & CIO of Davis Rea Investment Counsel, and Ritchie, newly-appointed President at the investment management firm and a veteran of Canada’s big bank sector, discuss risks and concerns in the banking sector, the possibility of future credit events, recession probabilities, whether it’s a good time for long-term investors to put money to work, and much more.

This is part one of a three-part discussion.


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