Active Insights

Dan Rohinton explains where he is seeing the most attractive opportunities in the artificial intelligence value chain and what he looks for in a global dividend stock.

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

Dan Janis discusses the U.S. election, fund positioning, Federal Reserve policy, currencies and more.

Managed by iA Global Asset Management, the IA Clarington Multi-Strategy Alternative Pool is an alternative investment fund designed to provide investors with enhanced downside protection and attractive long-term total return potential.

Our portfolio managers discuss the economic and investment implications of three possible outcomes – a Trump win, a Harris win, and no clear result.

Portfolio managers Dan Janis and Noelle Corum discuss:

• Overall attributes of the fund
• Positioning changes the team has made since coming on as sub-advisor
• The current distribution of credit positions across the carry, defensive and value sleeves of the portfolio
• The team’s current view of the macro environment

Portfolio manager Tej Rai discusses equity market valuations, interest rates, portfolio positioning and a new addition to the team.

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.