Active Insights

Dan Rohinton explains where he’s finding opportunities and why diversification is especially important in an environment of narrow market leadership.

David McCulla discusses interest rates, areas of opportunity in fixed income, fund performance and portfolio positioning.

The new Global Plus Portfolios offer one-ticket access to some of our leading funds, making it easier than ever to keep your portfolio fully diversified and positioned for long-term success.  

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.

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

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