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 Dan Bastasic discusses the macro picture for 2023 and explains why he likes the outlook for high yield and U.S. stocks. 

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Sébastien and Tej discuss the unique features of the iA Wealth Managed Portfolios and how they have been enhanced in recent years.

Portfolio manager Dominic Siciliano discusses his outlook for interest rates and inflation, and highlights the parts of the fixed-income market that offer the best opportunities as we close out the year and look ahead to 2023.

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Portfolio managers Tracy Zhao and Andrew Khazzam discuss the outlook for fixed income and provide an update on the IA Clarington Floating Rate Income Fund and IA Clarington Core Plus Bond Fund.

Portfolio manager Tej Rai discusses how investor expectations influence the direction of markets, his thoughts on whether inflation and fixed-income yields have peaked, and how he and his team are positioning the iA Wealth Managed Portfolios.

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Portfolio manager Dominic Siciliano recently appeared on Strictly Money to discuss his view on inflation, interest rates, the outlook for fixed income and more.

The QV Investors team provides insight and analysis on today’s volatile market landscape, plus an overview of fund strategy and positioning for the IA Clarington Canadian Small Cap Fund, IA Clarington U.S. Equity Class and IA Clarington Global Equity Fund.

Summaries:

• An Update on the IA Clarington Canadian Small Cap Fund
• An Update on the IA Clarington U.S. Equity Class
• An Update on the IA Clarington Global Equity Fund