Active Insights

Portfolio manager Jonathan Birtwell explains why U.S. exceptionalism is running out of steam and why Europe and Asia are poised to be the main beneficiaries. 

Portfolio manager Noelle Corum discusses:

• Why the Agile team is cautiously embracing credit risk
• Why the team is overweight value in both the Core Plus and Global Total Return Income mandates
• Why Canada, Europe and Asia are attractive areas of opportunity

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

Portfolio managers Dan Janis and Noelle Corum discuss:

• Overall attributes of the fund
• Positioning changes the team has made since coming on as sub-advisor
• The current distribution of credit positions across the carry, defensive and value sleeves of the portfolio
• The team’s current view of the macro environment

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.