Videos |Lee Rosenbaum |Jan. 22, 202022 Jan 2020

Global equity opportunities for long-term investors

Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations. In this video, he discusses some recent stock picks and explains why his stringent selection criteria result in a portfolio with exceptional potential for long-term wealth creation.
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Videos |Dan Bastasic |Jan. 22, 202022 Jan 2020

Opportunity and risk in the North American equity and high-yield markets

While a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear poised to deliver very respectable returns in 2020. In this video, portfolio manager Dan Bastasic offers perspective and insight on Canadian dividend-paying equities, stock valuations south of the border, high-yield spreads and expected returns, and central bank policy.
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Videos |Clément Gignac |Jan. 9, 20209 Jan 2020

Opportunities for alpha across the globe

After a very strong year for the U.S. equity market, many investors are looking elsewhere for opportunities to outperform in 2020. In this video, portfolio manager Clément Gignac explains why he believes emerging markets, the Eurozone and Canada could offer some of the year’s most attractive returns. He also discusses the fixed-income landscape, his monetary policy outlook and the recent enhancements to the iA Wealth Managed Portfolios.
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Videos |Donny Moss |Dec. 12, 201912 Dec 2019

Opportunities in the North American Equity Market

After a very strong 2019, many investors are wondering how long of a runway North American equity markets have for continued positive returns. In this video, portfolio manager Donny Moss lays out his expectations for 2020 and identifies the sectors he’s favouring and avoiding. He also discusses why he recently took a position in a stock he previously avoided, and offers his thoughts on the Canadian energy sector.
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