2020 Market Outlook
Our portfolio managers offer insight and perspective on the opportunities and challenges of the year ahead.
Active Insights
Market insights
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2019 mid-year review
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.
VideosVidéos
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Opportunities in the North American Equity MarketOpportunities in the North American Equity Market
In this video, portfolio manager Donny Moss...
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Finding value in overlooked areas of the marketFinding value in overlooked areas of the market
In this video, portfolio manager Peter Prattas...
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Positioning for a rotation into cyclicalsPositioning for a rotation into cyclicals
In this video, portfolio manager Sunny Ng identifies...
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The outlook for North American equities and high-yield bondsThe outlook for North American equities and high-yield bonds
North American equities and high-yield bonds have had a great run, and it’s likely not over yet. In this video, portfolio manager Dan Bastasic explains...
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An update on IA Clarington Core Plus Bond Fund & IA Clarington Floating Rate Income FundAn update on IA Clarington Core Plus Bond Fund & IA Clarington Floating Rate Income Fund
Portfolio manager Jeff Sujitno provides an update on how he’s positioning his mandates and explains his strategies for mitigating risk.
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Navigating uncertainty with quality, responsible investmentsNavigating uncertainty with quality, responsible investments
In this video, portfolio manager Andrew Simpson explains how his focus on high-quality global companies with strong ESG credentials has...
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A balanced approach to credit risk and durationA balanced approach to credit risk and duration
Fixed income has been printing outsized returns so far this year, but with the collapse of sovereign yields, longer-term return expectations should be...
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Opportunity in economy-sensitive global equitiesOpportunity in economy-sensitive global equities
Trade tensions, economic growth concerns and market volatility have challenged global equity investors throughout 2019...
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Investing in all-cap U.S. equity opportunitiesInvesting in all-cap U.S. equity opportunities
In an environment where many quality companies are trading at elevated valuations, where should investors look for value stocks with attractive long-term potential?
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Dividend growth opportunities in the U.S. and CanadaDividend growth opportunities in the U.S. and Canada
It’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.
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Finding alpha in quality, growth and valueFinding alpha in quality, growth and value
Small- 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.
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Uncovering alpha opportunities in a rapidly changing worldUncovering alpha opportunities in a rapidly changing world
The accelerated pace of technology-driven change is creating both opportunities and risks for global equity and fixed-income investors.
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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.
Casts and callsWebémissions, podcasts et téléconférences
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January webcast: Clément Gignac
Recorded January 9, 2020
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Conference call replay: Straight talk on global equity markets
Recorded November 7, 2019
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October webcast: Clément Gignac
Recorded October 23, 2019
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September webcast: Clément Gignac
Recorded September 18, 2019
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August webcast: Clément Gignac
Recorded August 13, 2019
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July Webcast: Clément Gignac
Recorded July 11, 2019
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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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December Webcast: Clément Gignac
Recorded December 12, 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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Conference call replay with Michael Kelly, PineBridge Investments LLC
Recorded June 25, 2018
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Monthly commentaries
Dan Bastasic
- November 2019
- October 2019
- September 2019
- August 2019
See allJeff Sujitno
- November 2019
- October 2019
- September 2019
- August 2019
See allQuarterly Commentaries