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 Dominic Siciliano recently appeared on Strictly Money to discuss his view on inflation, interest rates, the outlook for fixed income and more.

The QV Investors team provides insight and analysis on today’s volatile market landscape, plus an overview of fund strategy and positioning for the IA Clarington Canadian Small Cap Fund, IA Clarington U.S. Equity Class and IA Clarington Global Equity Fund.

Summaries:

• An Update on the IA Clarington Canadian Small Cap Fund
• An Update on the IA Clarington U.S. Equity Class
• An Update on the IA Clarington Global Equity Fund

Find out how our portfolio managers are positioning their funds for today’s high-inflation, rising-rate environment.

Portfolio manager Donny Moss explains the importance of dividend stocks during periods of high inflation.

Watch the replay or read the session summaries of our CE-eligible event with Loomis, Sayles & Company, QV Investors, Wellington Square, Vancity Investment Management and iA Investment Management.

Summaries:

• Finding the Asset Allocation Sweet Spot
• Trends and Themes in Responsible Investing
• Investing Across the Capital Structure
• Opportunities in North American Equities
• Fixed-Income Strategies in Today’s Environment

Portfolio manager Tej Rai breaks down what’s happened in the markets year-to-date and explains how he’s positioning his portfolios for the road ahead.

Video transcript

Portfolio managers Tracy Zhao and Andrew Khazzam discuss the current market environment and provide an update on the IA Clarington Floating Rate Income Fund and IA Clarington Core Plus Bond Fund.