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

Portfolio manager Jeff Sujitno explains where he’s seeing opportunities and why he believes investors would benefit from considering less conventional ways of investing in fixed income.

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

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.