Active Insights

Watch the replay or read the summary of our recent webcast to learn how our portfolio managers are positioning their funds in today’s volatile and uncertain environment. Please note the video replay is for advisors only, while the accompanying summaries are available for investor use.

• Equity Income & High Yield in 2025
  Dan Bastasic, iA Global Asset Management
  Summary
• Why Now: The Case for Multi-Strategy Alternatives
  Tej Rai & Alex Bellefleur, iA Global Asset Management
  Summary
• Finding Alpha in Global Equities
  Eileen Riley, Loomis, Sayles & Company
  Summary
• Opportunity & Risk in Global Fixed Income
  Dan Janis, Agile Investment Management
  Summary

Dan Janis discusses the U.S. election, fund positioning, Federal Reserve policy, currencies and more.

Michael Klawitter and Heather Young, the new portfolio managers for the IA Clarington Floating Rate Income Fund and IA Clarington U.S. Dollar Floating Rate Income Fund, discuss the proven investment process that has made Loomis Sayles a pioneering leader in bank loan investing. Please note the webcast is for advisors only while the accompanying summary is approved for investor use. 

Industry icon Dan Janis discusses his new firm, his philosophy and process as the new lead portfolio manager of the IA Clarington Core Plus Bond Fund, and the opportunities he’s seeing in the global fixed-income markets. Please note the webcast is for advisors only while the accompanying summary is approved for investor use.

Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use.

• Investing for Income Across the Capital Structure
  Dan Bastasic, iA Global Asset Management
  Summary
• Opportunities in Non-Traditional Fixed Income
  Jeff Sujitno, Wellington Square
  Summary
• Doing Dividends Differently
  Dan Rohinton, iA Global Asset Management
  Summary
• Investing for Alpha in the U.S. Equity Market
  Adam Mushaweh, Loomis, Sayles & Company
  Summary
• Driving Outperformance in the Global Equity & Fixed-Income Markets
  Eileen Riley, Loomis, Sayles & Company
  Summary
• Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
  Michael Kitces, Kitces.com
  Summary

Dan Rohinton discusses performance and positioning on the 1-year anniversary of the fund and explains why his approach to dividend investing is unique. Recorded February 15.