Active Insights

Clément Gignac, Sébastien Mc Mahon and newly appointed portfolio manager Tej Rai discuss fund positioning and explain how they will incorporate systematic investing techniques into the asset allocation process.

With the rollout of a vaccine for COVID-19, the key condition for a strong recovery is now in place, making 2021 a year of potential for investors with an eye for opportunity and the discipline to prudently manage risk. Read our 2021 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

Dan Bastasic and Clément Gignac discuss the market and economic implications of the U.S. elections.

Four of our portfolio managers discuss the market and economic implications of three possible outcomes – a Trump win, a Biden win, and no clear result.

Clément discusses the impact of COVID-19 on the economy and financial markets, his outlook for the months ahead, and the investment implications of his analysis.

Learn how our active managers recalibrated their expectations and positioning in the wake of the COVID-19 crisis, and where they’re seeing opportunity and risk as markets and economies across the globe make continued progress towards recovery.

Portfolio managers Clément Gignac and Alexandre Morin walk us through the features and benefits of the IA Wealth Core Bond Pool and the all-new IA Wealth Enhanced Bond Pool.

On March 18, Clément Gignac, First Vice-President, Diversified Funds & Chief Economist at Industrial Alliance Investment Management Inc., discussed the impact of COVID-19 on the economy and markets.

Key takeaways

• Uncertainty and forced selling are the key drivers of stock market volatility.
• We are overweight emerging markets, EAFE and the banking sector.
• We remain positive on the market’s ability to overcome the impact of the coronavirus.