Ian Cooke, Vice-President & Portfolio Manager and Joe Jugovic, President & CEO, QV Investors Inc. discuss the impact of COVID-19 on the markets and provide an update on Fund positioning.
Key takeaways
Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Clarington Investments discusses the impact of COVID-19 on the markets and economy, and provides an update on Fund positioning.
Key takeaways
Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations...
Read summaryLire le sommaireWhile a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear...
Read summaryLire le sommaireIn this video, portfolio manager Clément Gignac explains...
Read summaryLire le sommaireIn this video, portfolio manager Donny Moss...
Read summaryLire le sommaireIn this video, portfolio manager Peter Prattas...
Read summaryLire le sommaireIn this video, portfolio manager Sunny Ng identifies...
Read summaryLire le sommaireNorth 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.
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Recorded November 7, 2019
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Recorded April 29, 2019
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Monthly commentaries
Dan Bastasic
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