Active Insights
Market insights
An Update on the IA Clarington Canadian Small Cap Fund
Steven Kim discusses performance highlights, two standout holdings, fund positioning, and his outlook for the Canadian equity market. Recorded February 1.
An Update on the IA Clarington Strategic Funds
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.
An Update on the IA Clarington Loomis Global Allocation Fund
Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.
An Update on the IA Clarington Loomis U.S. All Cap Growth Fund
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.
Update on Core Plus & Floating Rate Income
Jeff Sujitno, Portfolio Manager, Wellington Square, discusses his outlook for fixed income and provides an update on performance and positioning of the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.
Update on the IA Clarington Strategic Funds
Portfolio manager Dan Bastasic provides an update on his macro and market outlook and discusses performance and positioning for the IA Clarington Strategic Funds.
Update on the IA Clarington Global Equity Fund
Portfolio manager Mathew Hermary provides an update on performance and positioning for the IA Clarington Global Equity Fund and takes questions on a wide range of topics, including:
- Characteristics of the fund’s holdings that position them for success in an inflationary environment
- How the fund is participating in the AI revolution
- QV’s approach to the energy transition