Active Insights

Mathew Hermary discusses performance of the IA Clarington Global Equity Fund and explains how the fund is participating in the AI theme.

Adam Mushaweh discusses recent performance of the IA Clarington Loomis U.S. All Cap Growth Fund and explains how it has been driven by the team’s investment approach.  

Portfolio manager Dan Rohinton discusses opportunities in AI and portfolio positioning for the IA Clarington Global Dividend Fund.

Portfolio manager Tej Rai discusses the features of the fund and explains why he is positive on the outlook for fixed income.  

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.

• 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