Insights on the Economy & Markets
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.
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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.
Wellington Square portfolio managers Andrew Khazzam and Jeff Sujitno provide an update on the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.