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.
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...
Read summaryLire le sommairePortfolio manager Jeff Sujitno provides an update on how he’s positioning his mandates and explains his strategies for mitigating risk.
Read summaryLire le sommaireIn this video, portfolio manager Andrew Simpson explains how his focus on high-quality global companies with strong ESG credentials has...
Read summaryLire le sommaireFixed 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 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 sommaireIn this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund...
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Recorded November 7, 2019
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Recorded October 23, 2019
Read summaryRecorded September 18, 2019
Read summaryRecorded August 13, 2019
Read summaryRecorded July 11, 2019
Read summaryRecorded May 16, 2019
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Recorded April 29, 2019
Read summaryRecorded March 20, 2019
Read summaryRecorded February 27, 2019
Read summaryRecorded January 21, 2019
Read summaryRecorded December 12, 2018
Recorded November 19, 2018
Read summaryRecorded October 16, 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
Read summaryRecorded August 1, 2018
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Monthly commentaries
Dan Bastasic
- September 2019
- August 2019
- July 2019
- June 2019
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- September 2019
- August 2019
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