In this podcast, Fred Sweeney, Vice-President at Loomis, Sayles & Company, L.P., discusses the current state of the global fixed income markets and provides an update on portfolio positioning.
.jpg?sfvrsn=dd3669dc_4)
In this 10-minute podcast, Gretchen Amidon, Product Manager, Global Equities, Loomis, Sayles & Company, L.P., provides an update on key equity holdings and explains how the portfolio management team is positioning within fixed income amid rising yields and inflation expectations.
Portfolio manager Donny Moss discusses why he’s favouring high-quality companies with potential to grow their dividends, and why he has increased his exposure to the health care and real estate sectors. He also walks us through some new additions to his Canadian and U.S. mandates, and offers perspective on why there’s often a significant divergence in the performance of the economy and stock market.
Louis discusses the impact of recent central bank actions on the fixed-income markets and explains why he disagrees with the view that the traditional 60%/40% portfolio is dead.
One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. A wholly owned subsidiary of Industrial Alliance Financial Group, we offer a wide range of investment products, including actively managed mutual funds, managed portfolio solutions, Active ETF Series and socially responsible investments.
