Active Insights

Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead.

iA Global Asset Management’s Dan Bastasic and the Loomis Sayles Global Allocation team offer their insights on the recent volatility in the global equity markets.

Get an update on the outlook for the remainder of the year and learn how our portfolio managers are positioning their funds for the challenges and opportunities that lie ahead.

Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use.

• Investing for Income Across the Capital Structure
  Dan Bastasic, iA Global Asset Management
  Summary
• Opportunities in Non-Traditional Fixed Income
  Jeff Sujitno, Wellington Square
  Summary
• Doing Dividends Differently
  Dan Rohinton, iA Global Asset Management
  Summary
• Investing for Alpha in the U.S. Equity Market
  Adam Mushaweh, Loomis, Sayles & Company
  Summary
• Driving Outperformance in the Global Equity & Fixed-Income Markets
  Eileen Riley, Loomis, Sayles & Company
  Summary
• Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
  Michael Kitces, Kitces.com
  Summary

Dan Bastasic provides an update on his outlook for the economy and explains where he’s finding attractive opportunities in the equity and fixed-income markets. Recorded January 16.