• Market insightsLe point sur les marchés |QV Investors |Apr 1, 20201 Apr 2020

    QV Investors on the impact of COVID-19

    Ian Cooke, Vice-President & Portfolio Manager and Joe Jugovic, President & CEO, QV Investors Inc. discuss the impact of COVID-19 on the markets and provide an update on Fund positioning.

    Key takeaways

    • We are cautiously and methodically taking advantage of new opportunities.
    • We believe our portfolios are very well positioned for the anticipated recovery.
    • Our top priority in a downturn like this is avoiding major mistakes.
  • Market insightsLe point sur les marchés |Dan Bastasic |Mar 31, 202031 Mar 2020

    Dan Bastasic on the impact of COVID-19

    Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Clarington Investments discusses the impact of COVID-19 on the markets and economy, and provides an update on Fund positioning.

    Key takeaways

    • We may see further market bottoming before the anticipated recovery begins.
    • We expect the economic fallout to be severe but relatively short in duration.
    • We expect defensive stocks to outperform in the months ahead.
  • Market insightsLe point sur les marchés |David Rolley |Mar 26, 202026 Mar 2020

    David Rolley on the impact of COVID-19

    David Rolley, Vice-President & Portfolio Manager, Loomis, Sayles & Company, L.P. discusses the impact of COVID-19 on the global fixed-income markets and provides an update on Fund positioning.

    Key takeaways

    • We expect the economic damage to be deep but short-lived.
    • We have increased our overall equity allocation and added new positions.
    • We have found some exceptional opportunities in fixed income.
  • Market insightsLe point sur les marchés |Jeff Sujitno |Mar 25, 202025 Mar 2020

    Jeff Sujitno on the impact of COVID-19

    Jeff Sujitno, Senior Vice-President & Portfolio Manager, iA Clarington Investments, discusses the impact of COVID-19 on the credit markets and provides an update on Fund positioning.

    Key takeaways

    • We believe the market decline has created some very attractive opportunities.
    • Governments and central banks are doing a very good job of managing the crisis.
    • We expect the credit investments we hold to move back to par in a relatively short period of time.
  • Market insightsLe point sur les marchés |Loomis Sayles and Company |Mar 19, 202019 Mar 2020

    Loomis Sayles on the impact of COVID-19

    Gretchen Amidon, Product Manager, Global Equities, and David Rolley, Vice-President & Portfolio Manager, Loomis, Sayles & Company, L.P. discuss the impact of COVID-19 on the global equity and fixed-income markets.

    Key takeaways

    • We expect the increase in volatility to present attractive buying opportunities.
    • We have already begun selectively adding new positions to the Funds.
    • We expect the market and economic fallout of the coronavirus to be temporary.
  • Market insightsLe point sur les marchés |Clément Gignac |Mar 18, 202018 Mar 2020

    Clément Gignac on the impact of COVID-19

    On March 18, Clément Gignac, First Vice-President, Diversified Funds & Chief Economist at Industrial Alliance Investment Management Inc., discussed the impact of COVID-19 on the economy and markets.

    Key takeaways

    • Uncertainty and forced selling are the key drivers of stock market volatility.
    • We are overweight emerging markets, EAFE and the banking sector.
    • We remain positive on the market’s ability to overcome the impact of the coronavirus.
  • Market insightsLe point sur les marchés |Dan Bastasic |Mar 17, 202017 Mar 2020

    Dan Bastasic on the impact of COVID-19

    Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, comments on the impact of COVID-19 on the markets and economy.

    Key takeaways

    • There is likely some downside remaining in the markets.
    • Central banks and governments have responded well overall.
    • A significant rebound is likely after COVID-19 cases flatten in key countries.
  • Market insightsLe point sur les marchés |Jeff Sujitno |Mar 17, 202017 Mar 2020

    Jeff Sujitno on the impact of COVID-19

    Jeff Sujitno, Senior Vice-President & Portfolio Manager, iA Clarington Investments, discusses the impact of COVID-19 on the credit markets and provides an update on fund positioning.

    Key takeaways

    • The negative impact of COVID-19 on our floating rate mandate has been relatively shallow.
    • The Fund’s holdings are high-quality and have excellent potential to ‘snap back’.
    • A long-term perspective is critical to benefitting from the anticipated recovery.
    • Market weakness has created an opportunity to generate equity-like returns while taking first lien debt risk.