Active Insights

With the rollout of a vaccine for COVID-19, the key condition for a strong recovery is now in place, making 2021 a year of potential for investors with an eye for opportunity and the discipline to prudently manage risk. Read our 2021 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

Dan Bastasic and Clément Gignac discuss the market and economic implications of the U.S. elections.

Read a detailed summary of our November 5 due diligence session with sub-advisor Loomis Sayles. The event provided an up-close look at the investment process behind the IA Clarington Loomis Global Multisector Bond Fund, IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund.

Four of our portfolio managers discuss the market and economic implications of three possible outcomes – a Trump win, a Biden win, and no clear result.

Dan Bastasic, Shelly Dhawan and Lee Rosenbaum discuss the potential impact of the U.S. presidential election, investment opportunities in the post-pandemic world, and the role socially responsible investments can play in a well-constructed portfolio.

Learn how our active managers recalibrated their expectations and positioning in the wake of the COVID-19 crisis, and where they’re seeing opportunity and risk as markets and economies across the globe make continued progress towards recovery.

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.

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.