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 David Rolley discusses the global fixed-income landscape and provides an update on the IA Clarington Loomis Global Allocation Fund.

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

Portfolio manager Sébastien Mc Mahon discusses his outlook for inflation and interest rates, his current asset allocation positioning, and an economic development that’s caught him by surprise.

Portfolio manager Steven Kim discusses fund positioning, the case for equities versus cash, and more.

Portfolio manager Marc Sheard discusses technology stock valuations, clean energy stock performance, earnings growth for fund holdings, and recent ESG engagement activity.

Portfolio manager Dan Rohinton discusses the outlook for global dividend stocks and provides an update on the positioning of the IA Clarington Global Dividend Fund.

Portfolio manager Tej Rai explains why he’s seeing more opportunity in Canadian and EAFE stocks versus the U.S. market, how central bank policy is influencing his duration positioning, and why he’s favouring high-quality investment grade credit.