• Market Insights | iA Clarington | Mar 9, 20179 Mar 2017

    Clément Gignac video commentary

    Optimism in today’s economy
    In this video, Clément Gignac, Portfolio Manager, IAIM, SVP and Chief Economist, iA Financial Group addresses the following:
    • His thoughts on the Canadian and U.S. economies
    • His expectations of the U.S. Federal Reserve for 2017
    • His views on currency
    • What’s on his radar this year and how he’s protecting against downside risk
  • Market Insights | iA Clarington | Feb 15, 201715 Feb 2017

    Vancity Investment Management video commentary

    An integrated approach to building portfolios
    In this video, IA Clarington Inhance SRI Funds portfolio managers Dermot Foley, Jeffrey Lew and Andrew Simpson answer questions regarding:
    • Opportunities in 2017
    • Responsible Investing themes they’re looking at
    • Views on rising interest rates and how they’re managing this risk
    • Climate change and the associated financial risks
  • Market Insights | iA Clarington | Feb 9, 20179 Feb 2017

    Senior loans and reinvestment risk

    Learn more about how an active approach can help to mitigate reinvestment risk as demand for senior loans increase.

  • Market Insights | iA Clarington | Jan 25, 201725 Jan 2017

    Larry Sarbit video commentary

    An alternative view on U.S. equities
    In this video, Larry answers questions regarding the current environment for U.S. equities and addresses:
    • Why he’s holding a high cash balance
    • His investment philosophy on cash
    • What an equity bond is
    • What a “true believer” is
  • Market Insights | iA Clarington | Jan 5, 20175 Jan 2017

    2017 manager outlook

    Find out what our portfolio managers are saying about the year ahead, including:
    • Where they see opportunities
    • Where they foresee challenges in the markets
    • How they are positioning their funds
    • Their approach for 2017
  • Market Insights | iA Clarington | Jan 4, 20174 Jan 2017

    Ian Cooke video commentary

    Navigating the Canadian small-cap universe
    In this video, Ian Cooke answers questions on investing in Canadian small caps in the current environment, including:
    • Expectations for 2017
    • Are we shifting from a multiples to earnings driven market?
    • The value of active management
    • Top sectors within the Fund
  • Market Insights | iA Clarington | Dec 14, 201614 Dec 2016

    David Taylor video commentary

    Outlook for the North American equity markets
    In this video, David answers questions regarding his current outlook for North American equity markets including:
    • Whether we are moving towards an earnings driven bull market
    • Where we are at in the expansion cycle
    • Will Canadian equities continue to outperform?
    • Will value outperform growth?
  • Market Insights | iA Clarington | Dec 7, 20167 Dec 2016

    Dan Bastasic video commentary

    An outlook for the income investing landscape
    In this video, Dan shares his outlook into the next year and beyond including his views on earnings growth and if there’s still room to grow. He discusses his take on high yield corporate bonds, the direction he predicts they are headed and touches on the U.S. election results and the potential impact to interest rates.
  • Market Insights | iA Clarington | Dec 2, 20162 Dec 2016

    Terry Thib video commentary

    Finding quality opportunities in North American markets
    In this video, Terry answers questions regarding investing in a low-yield, low-growth North American environment, including:
    • Will this bull market continue?
    • The likelihood of a recession on the horizon
    • An outlook for sector performance in the new year
    • The need to buy growing high quality companies
  • Market Insights | iA Clarington | Nov 22, 201622 Nov 2016

    Brad Radin video commentary

    Current views on global equities
    In this video, Brad Radin provides an update on the IA Clarington Global Opportunities Fund discussing a range of topics including:
    • Why he’s underweight in U.S. equities
    • An update on the Financials sector
    • An update on China and Hong Kong
    • Fund valuations
    • Will the bull market continue?
  • Market Insights | iA Clarington | Nov 21, 201621 Nov 2016

    How currency volatility can impact income portfolios

    For investors seeking to draw income, it is critical to manage the risk of loss due to currency exchange rate fluctuations. Learn more…

  • Market Insights | iA Clarington | Nov 14, 201614 Nov 2016

    Jeff Sujitno video commentary

    Navigating a new era of fixed-income investing
    In this video, Jeff answers questions impacting fixed income in this “lower for longer” market, including:
    • The reality of fixed-income investing today
    • Capital appreciation and senior loans
    • Where we are at in the credit cycle
    • What the future looks like for investors
  • Market Insights | iA Clarington | Nov 9, 20169 Nov 2016

    Portfolio manager perspectives on the U.S. election results

    In the wake of Donald Trump winning the U.S. election, our portfolio managers provide their views on the impact this may have on the economy and financial markets while outlining how their portfolios were positioned in advance of the vote.

  • Market Insights | iA Clarington | Nov 7, 20167 Nov 2016

    Why managing credit risk matters

    As investors reach for yield in this low-rate environment, they may be exposing themselves to credit risk which could damage their portfolios.  Read this article on why credit risk needs to be actively managed.   

  • Market Insights | iA Clarington | Oct 25, 201625 Oct 2016

    The impact of rising rates

    Market Insights: October 24, 2016 • iA Clarington Investments

    Read this article on the impact of rising rates and why traditional fixed income may be more vulnerable than in the past.
  • Market Insights | iA Clarington | Oct 12, 201612 Oct 2016

    Why inflation matters today

    Market Insights: October 17, 2016 • iA Clarington Investments

    Read this article on why inflation risk has greater consequences than in the past, specifically for investors seeking to generate income.
  • Market Insights | iA Clarington | Oct 12, 201612 Oct 2016

    Active Income Forum Summary

    Market Insights: September 14, 2016 • iA Clarington Investments

    Clément Gignac, M. E. Sc
    Dan Bastasic, 
    BComm (finance), MBA, CFA
    Jeff Sujitno,
    CPA, CIM
    Terry Thib, 
    MESC, MBA, CFA

  • Market Insights | iA Clarington | Aug 9, 20169 Aug 2016

    Mid-year review

    Market Insights: August 9, 2016 • iA Clarington Investments

    Our portfolio managers revisit their 2016 outlook. See how they positioned their portfolios to take advantage of the opportunities and mitigate the risks that they identified and how the performance of their funds has been impacted.

  • Market Insights | iA Clarington | Jul 11, 201611 Jul 2016

    Senior loans: The upside of mean reversion

    Market Insights: July 11, 2016 • iA Clarington Investments

    Jeff Sujitno, CPA, CIM
    Vice-President and Portfolio Manager
    IA Clarington Investments Inc.

  • Market Insights | iA Clarington | Jun 24, 201624 Jun 2016

    BREXIT Perspectives

    Market Insights: June 24, 2016 • iA Clarington Investments

    iA Clarington portfolio managers provide their perspective on the investment implications of the U.K.’s decision on EU membership.
  • Market Insights | iA Clarington | Mar 16, 201616 Mar 2016

    Risk: The hidden “cost” of investing. Why actively managing volatility matters in retirement

    Market Insights: March 16, 2016 • iA Clarington Investments

    Eric Frape
    Senior Vice-President, Product and Investments
    IA Clarington Investments Inc.

  • Market Insights | iA Clarington | Feb 24, 201624 Feb 2016

    High-yield corporate bonds: A mispriced opportunity under most scenarios

    Market Insights: February 24, 2016 • iA Clarington Investments

    Dan Bastasic, MBA, CFA
    Senior Vice-President and Portfolio Manager
    IA Clarington Investments Inc.

  • Market Insights | iA Clarington | Dec 9, 20159 Dec 2015

    Rising rates don’t signal the market’s demise, but positioning will be important

    Market Insights: December 9, 2015 • iA Clarington Investments

    Terry Thib, MESc, MBA, CFA
    Vice-President and Portfolio Manager
    IA Clarington Investments Inc. 

  • Market Insights | iA Clarington | Nov 18, 201518 Nov 2015

    Senior loans: Low interest rate sensitivity contributes to “all weather” fixed-income portfolios

    Market Insights: November 18, 2015 • iA Clarington Investments

    Jeff Sujitno, CPA, CIM
    Vice-President and Portfolio Manager
    IA Clarington Investments Inc.