Active Insights

Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches. CE credits available pending approval.

• Standing Apart: Investing with Conviction for the Long Term
  Adam Mushaweh, Loomis, Sayles & Company
  Video | Summary
• Quality Counts: Why Canadian Small Caps Are Still Compelling
  Steven Kim, QV Investors
  Video | Summary
• Income-Focused Investing: An All-Weather Formula for the Long Term
  Dan Bastasic & Dan Rohinton, iA Global Asset Management
  Video | Summary
• Thinking Outside the Style Box: Global Opportunities for Long-Term Wealth Creation
  Eileen Riley, Loomis, Sayles & Company
  Video | Summary
• Keynote: Five Industry Trends Reshaping Financial Advice
  Michael Kitces, Kitces.com
  Video | Summary

Jeff Sujitno, Portfolio Manager, Wellington Square, discusses his outlook for fixed income and provides an update on performance and positioning of the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.

Portfolio manager Dan Bastasic provides an update on his macro and market outlook and discusses performance and positioning for the IA Clarington Strategic Funds.

CE Credit

Portfolio manager Mathew Hermary provides an update on performance and positioning for the IA Clarington Global Equity Fund and takes questions on a wide range of topics, including:

• Characteristics of the fund’s holdings that position them for success in an inflationary environment
• How the fund is participating in the AI revolution
• QV’s approach to the energy transition

CE Credit

Eileen Riley provides an update on the IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund, and Adam Mushaweh gives us the latest on the IA Clarington Loomis U.S. All Cap Growth Fund. Please note the webcast is for advisors only; the summary is approved for distribution to investors.

• Webcast replay
• Summary
• CE Credit

• Webcast replay
• Summary
• CE Credit

David Rolley, Lee Rosenbaum, Brian Kennedy and Adam Mushaweh take a deep dive into today’s fluid and complex investment landscape in this wide-ranging update on the IA Clarington Loomis Global Allocation Fund, IA Clarington Loomis Global Multisector Bond Fund, and IA Clarington Loomis U.S. All Cap Growth Fund.

Sébastien Mc Mahon discusses his economic and market outlook for the new year and explains what it means for asset allocation. Recorded January 4.

This webcast is for advisors only.

• CE Credit

Watch the replay of our November webcast series featuring sub-advisors Wellington Square, Loomis Sayles, Vancity Investment Management and QV Investors. You’ll learn how they’ve navigated this year’s many challenges and how they’re positioning for 2023.

• Jeff Sujitno, Wellington Square
  CE Credit
• Eileen Riley & David Rolley, Loomis Sayles
  CE Credit
• Marc Sheard, Vancity Investment Management
  CE Credit
• Ian Cooke & Richard Fortin, QV Investors
  CE Credit