2019 market outlook
As we transition into 2019, elevated market volatility is likely to continue, providing skilled active managers with opportunities to capitalize on price dislocations.
Active Insights
Market insights
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NAFTA 2.0: Economic & market implications
Six of our portfolio managers weigh in on the United States-Mexico-Canada Agreement.
VideosVidéos
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Finding opportunity in challenging global marketsFinding opportunity in challenging global markets
Global equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market.
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Opportunities in equities and high-yield bondsOpportunities in equities and high-yield bonds
The markets have had a great start to the year, and the conditions for continued positive momentum are beginning to take shape...
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Investing in quality and long-term valueInvesting in quality and long-term value
The 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.
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Investing for long-term valueInvesting for long-term value
Market turbulence and economic headwinds have many investors on edge...
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A look back at 2018, and ahead to 2019A look back at 2018, and ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility.
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Positioning for a strengthening economyPositioning for a strengthening economy
Rising rates are a sign of late-cycle economic strength, and historically that means value stocks are poised to outperform. In this video, David Taylor provides an update on what he’s seeing in the economy and markets and touches on some of the big issues making headlines, including the trade war and energy price weakness.
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Buying the dips in a maturing cycleBuying the dips in a maturing cycle
Many investors are concerned about recent market volatility, but not so for portfolio manager Peter Prattas.
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Finding opportunity in an elevated risk environmentFinding opportunity in an elevated risk environment
Market volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities....
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Positioning for value's resurgencePositioning for value's resurgence
Growth stocks have been outperforming for some time, but conditions are ripe for a rotation into value...
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Capturing alpha opportunities across the market cycleCapturing alpha opportunities across the market cycle
In this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund...
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Challenges and opportunities in fixed incomeChallenges and opportunities in fixed income
Rising interest rates and widening spreads have been major headwinds for many fixed-income funds recently...
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Flexible options for a mid-cycle environmentFlexible options for a mid-cycle environment
Many industry analysts suggest we’re in the later stages of the current market cycle...
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Unearthing value opportunities across the globeUnearthing value opportunities across the globe
Being a disciplined value investor requires an ability to break from the crowd and invest amid widespread pessimism...
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Finding opportunities in a maturing cycleFinding opportunities in a maturing cycle
We’re well into the advanced stages of the business cycle and bull market, but Clément Gignac believes there’s little reason to worry about a recession or major market downturn. ..
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Thinking outside the equity style boxThinking outside the equity style box
Outperforming the market requires fresh, original thinking that ignores the constraints of conventional approaches to assessing a stock’s value...
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Opportunity and risk in global fixed incomeOpportunity and risk in global fixed income
The global bond market is much more favourable today than it was two years ago, but it remains a highly challenging environment that calls for deep research and a selective approach...
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Finding opportunity in transformative changeFinding opportunity in transformative change
The conditions businesses are operating in are transforming rapidly, with wide-ranging consequences for investors...
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Finding opportunities to invest responsiblyFinding opportunities to invest responsibly
Today’s challenging markets will test even the most seasoned stock pickers, but the right process can help...
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Time to embrace socially responsible investing (SRI)Time to embrace socially responsible investing (SRI)
The growing popularity of SRI is no accident, as more and more investors now understand ...
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Sticking with the processSticking with the process
Finding value in today’s small-cap market is no simple task, but with the right process...
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Casts and callsWebémissions, podcasts et téléconférences
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May Webcast: Clément Gignac
Recorded May 16, 2019
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Conference call replay: Straight talk on fixed income
Recorded April 29, 2019
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March Webcast: Clément Gignac
Recorded March 20, 2019
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February Webcast: Clément Gignac
Recorded February 27, 2019
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January Webcast: Clément Gignac
Recorded January 21, 2019
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Conference call replay with David Taylor, Taylor Asset Management Inc.
Recorded December 11, 2018
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December Webcast: Clément Gignac
Recorded December 12, 2018
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November Webcast: Clément Gignac
Recorded November 19, 2018
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October Webcast: Clément Gignac
Recorded October 16, 2018
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Conference call replay with David Rolley, Loomis, Sayles & Company
Recorded October 2, 2018
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Conference Call with Joe Jugovic, QV Investors Inc.
Recorded September 27, 2018
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Conference Call with Jeff Sujitno, iA Clarington Investments
Recorded September 26, 2018
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Conference call replay with Steven Oh, PineBridge Investments LLC
Recorded September 20, 2018
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Conference call replay with Dan Bastasic, iA Clarington Investments
Recorded September 18, 2018
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September Webcast: Clément Gignac
Recorded September 6, 2018
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August Webcast: Clément Gignac
Recorded August 1, 2018
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Conference call replay with Michael Kelly, PineBridge Investments LLC
Recorded June 25, 2018
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May Webcast: Clément Gignac
Recorded May 24, 2018
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Conference call replay with Jeff Sujitno, iA Clarington
Recorded May 8, 2018
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April Webcast: Clément Gignac
Recorded April 18, 2018
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Monthly commentaries
Dan Bastasic
- April 2018
- March 2018
- February 2018
- January 2018
See allJeff Sujitno
- April 2018
- March 2018
- February 2018
- January 2018
See allQuarterly Commentaries