Active Insights

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.

Steven Kim discusses performance highlights, two standout holdings, fund positioning, and his outlook for the Canadian equity market. Recorded February 1.

Dan Bastasic provides an update on his outlook for the economy and explains where he’s finding attractive opportunities in the equity and fixed-income markets. Recorded January 16.

Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.

Adam Mushaweh discusses recent performance and explains why he believes the fund is well positioned to capture alpha potential in the new year. Recorded December 20, 2023.