Active Insights

Read the session summaries of our recent due diligence event in Boston with Loomis Sayles.

• Rare Gems: Investing for Alpha in the U.S. & International Equity Markets
  Lawrence Keegan, Equity Analyst, Growth Equity Strategies
  Adam Mushaweh, Vice-President & Investment Director, Growth Equity Strategies
  Rayon Ward, Senior Equity Analyst, Growth Equity Strategies


• No Boundaries: An Opportunistic, Value-Driven Approach to Global Fixed-Income Investing
  Brian Kennedy, Vice-President & Portfolio Manager


• Global Allocation: An Engine of Wealth Creation Potential for Long-Term Investors
  Eileen Riley, Vice-President & Portfolio Manager


• Introducing the Loomis Sayles Floating Rate Income Team
  Michael Klawitter, Portfolio Manager
  Heather Young, Portfolio Manager


• In Our DNA: The Foundational Importance of Research
  Ryan McGrail, Senior Credit Research Analyst


• Beyond the Ballast: An Alpha-Focused Approach to Fixed-Income Investing
  David Rolley, Vice-President & Portfolio Manager

Michael Klawitter and Heather Young, the new portfolio managers for the IA Clarington Floating Rate Income Fund and IA Clarington U.S. Dollar Floating Rate Income Fund, discuss the proven investment process that has made Loomis Sayles a pioneering leader in bank loan investing. Please note the webcast is for advisors only while the accompanying summary is approved for investor use. 

Michael Klawitter and Heather Young, the fund’s new portfolio managers, discuss their approach and explain why exposure to floating rate securities can help investors achieve their income goals. 

• Loomis Sayles Brochure
• Diversify Your Income With Senior Loans

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.

Driven by the same proven process behind the IA Clarington Loomis U.S. All Cap Growth Fund, our new international equity mandate aims to deliver above-market returns for long-term investors.

Eileen Riley discusses AI and its investment potential, semiconductor exposure in the Global Allocation strategy, performance, and standout holdings.

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