Active Insights

Portfolio manager Dan Bastasic discusses his macroeconomic outlook for 2021, areas of the equity and fixed-income markets offering attractive risk-adjusted return potential, and positioning for the IA Clarington Strategic Funds.

CE credits available.

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.

Dan discusses his macroeconomic outlook for the short and medium term and explains where he’s seeing opportunity in the equity and fixed-income markets. He also provides an update on performance and positioning for the IA Clarington Strategic Funds.

Dan Bastasic, Shelly Dhawan and Lee Rosenbaum discuss the potential impact of the U.S. presidential election, investment opportunities in the post-pandemic world, and the role socially responsible investments can play in a well-constructed portfolio.

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.

Dan discusses the equity and high-yield markets, fund positioning and the central bank response to the COVID-19 crisis.