Active Insights

Tune in every Friday for insight and perspective on the macro and market landscape with senior economist and portfolio manager Sébastien Mc Mahon.

Portfolio manager David Rolley explains where he’s finding the most attractive global fixed income opportunities and lays out why he thinks the macro environment is more uncertain today than at any other time in his career. 

Are we in an AI bubble? Portfolio manager Aziz Hamzaogullari offers his take and explains how he is capitalizing on opportunities arising from China’s shift to a consumer-oriented economy. Please note this video is for advisor use only and requires Advisor Hub login.

Dan Janis discusses his outlook for global fixed income and explains how he’s positioning the IA Clarington Agile Global Total Return Income Fund to capture the opportunities he’s seeing in the market.

Dan Janis discusses duration positioning, opportunities in developed and emerging markets, and his outlook for the economy and rates in Canada. 

Portfolio manager Jonathan Birtwell explains why U.S. exceptionalism is running out of steam and why Europe and Asia are poised to be the main beneficiaries. 

Portfolio manager Noelle Corum discusses:

• Why the Agile team is cautiously embracing credit risk
• Why the team is overweight value in both the Core Plus and Global Total Return Income mandates
• Why Canada, Europe and Asia are attractive areas of opportunity

Dan Rohinton and Oliver Shao talk tariffs, recent portfolio adjustments, and the benefits of dividend funds in today’s market environment.