Active Insights
Market insights
IA Clarington Multi-Strategy Alternative Pool
Managed by iA Global Asset Management, the IA Clarington Multi-Strategy Alternative Pool is an alternative investment fund designed to provide investors with enhanced downside protection and attractive long-term total return potential.
Active Fixed Income Investing in a Complex Global Environment
Portfolio manager David Rolley explains where he’s finding the most attractive global fixed income opportunities and lays out why he thinks the macro environment is more uncertain today than at any other time in his career.
Capturing Long-Term Alpha Opportunities in AI and China’s Consumer Economy
Are we in an AI bubble? Portfolio manager Aziz Hamzaogullari offers his take and explains how he is capitalizing on opportunities arising from China’s shift to a consumer-oriented economy. Please note this video is for advisor use only and requires Advisor Hub login.
Opportunities in Global Fixed Income
Dan Janis discusses his outlook for global fixed income and explains how he’s positioning the IA Clarington Agile Global Total Return Income Fund to capture the opportunities he’s seeing in the market.
Update on the IA Clarington Agile Global Total Return Income Fund
Dan Janis discusses duration positioning, opportunities in developed and emerging markets, and his outlook for the economy and rates in Canada.
Opportunities in the Global Credit Markets
Portfolio manager Noelle Corum discusses:
- Why the Agile team is cautiously embracing credit risk
- Why the team is overweight value in both the Core Plus and Global Total Return Income mandates
- Why Canada, Europe and Asia are attractive areas of opportunity