It’s been an eventful first half of the year for the economy and markets, with central bank policy and trade tensions taking centre stage. Our portfolio managers offer perspective on this year’s developments, what they mean for investors, and where the opportunities and risks lie in the months ahead.
As we transition into 2019, elevated market volatility is likely to continue, providing skilled active managers with opportunities to capitalize on price dislocations.
Fixed income has been printing outsized returns so far this year, but with the collapse of sovereign yields, longer-term return expectations should be...
Read summaryLire le sommaireTrade tensions, economic growth concerns and market volatility have challenged global equity investors throughout 2019...
Read summaryLire le sommaireIn an environment where many quality companies are trading at elevated valuations, where should investors look for value stocks with attractive long-term potential?
Read summaryLire le sommaireIt’s one thing to pay a strong dividend, but quite another to maintain and grow it over time. In this video, portfolio manager Donny Moss explains why he focuses on identifying high-quality businesses with attractive potential for consistent, long-term dividend growth.
Read summaryLire le sommaireSmall- and mid-cap (SMID) stocks have historically offered superior alpha opportunities, but risk-conscious investing in this space requires an active, highly selective approach focused on quality, growing companies trading at attractive valuations.
Read summaryLire le sommaireThe outlook for global growth is improving, and one sign of this trend is the uptick in business investment.
Read summaryLire le sommaireThe accelerated pace of technology-driven change is creating both opportunities and risks for global equity and fixed-income investors.
Read summaryLire le sommaireGlobal equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market.
Read summaryLire le sommaireThe markets have had a great start to the year, and the conditions for continued positive momentum are beginning to take shape...
Read summaryLire le sommaireThe last month of 2018 was a difficult one for equity investors, but for Joe Jugovic, it was a perfect opportunity to top up his positions in some of his favourite value names.
Market turbulence and economic headwinds have many investors on edge...
Read summaryLire le sommaireThis past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility.
Read summaryLire le sommaireMany investors are concerned about recent market volatility, but not so for portfolio manager Peter Prattas.
Read summaryLire le sommaireMarket volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities....
Read summaryLire le sommaireIn this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund...
Read summaryLire le sommaireRising interest rates and widening spreads have been major headwinds for many fixed-income funds recently...
Read summaryLire le sommaireMany industry analysts suggest we’re in the later stages of the current market cycle...
Read summaryLire le sommaireBeing a disciplined value investor requires an ability to break from the crowd and invest amid widespread pessimism...
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Recorded August 13, 2019
Read summaryRecorded July 11, 2019
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Recorded April 29, 2019
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Recorded November 19, 2018
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Recorded October 2, 2018
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Recorded September 27, 2018
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Recorded September 26, 2018
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Recorded September 20, 2018
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Recorded September 18, 2018
Read summaryRecorded September 6, 2018
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Recorded June 25, 2018
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Read summaryRecorded May 8, 2018
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Monthly commentaries
Dan Bastasic
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