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 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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An outcome-focused approach to global growthAn outcome-focused approach to global growth
The outlook for global growth is improving, and one sign of this trend is the uptick in business investment.
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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.
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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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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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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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Casts and callsWebémissions, podcasts et téléconférences
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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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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