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 Jonathan Birtwell explains why U.S. exceptionalism is running out of steam and why Europe and Asia are poised to be the main beneficiaries. 

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

Dan Rohinton and Oliver Shao talk tariffs, recent portfolio adjustments, and the benefits of dividend funds in today’s market environment.

Portfolio manager Alex Bellefleur discusses the role alternative investments can play in a well-constructed portfolio. 

Dan Rohinton explains where he is seeing the most attractive opportunities in the artificial intelligence value chain and what he looks for in a global dividend stock.

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.

Portfolio managers Dan Janis and Noelle Corum discuss:

• Overall attributes of the fund
• Positioning changes the team has made since coming on as sub-advisor
• The current distribution of credit positions across the carry, defensive and value sleeves of the portfolio
• The team’s current view of the macro environment