2021 Mid-Year Review
Learn where our active portfolio managers are seeing opportunity and risk as we continue on the path towards a post-pandemic world.
Active Insights
Market insights
Reports ｜Various
｜Aug. 5, 20215 Aug 2021
Webcasts ｜iA Clarington Investments
｜May. 20, 202120 May 2021
Update on the IA Clarington Strategic Funds
Portfolio manager Dan Bastasic discusses his market and economic outlook and provides an update on how he’s positioning the IA Clarington Strategic Funds. CE credit approval pending.
Webcasts ｜iA Clarington
｜Feb. 10, 202110 Feb 2021
Opportunities in Equities and Fixed Income
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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.
Reports ｜Multiple portfolio managers
｜Dec. 17, 202017 Dec 2020
2021 Market Outlook
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.
Reports ｜iA Clarington
｜Nov. 6, 20206 Nov 2020
Post-election Portfolio Manager Analysis
Dan Bastasic and Clément Gignac discuss the market and economic implications of the U.S. elections.
Reports ｜iA Clarington
｜Nov. 2, 20202 Nov 2020
U.S. Presidential Election Analysis
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.
Webcasts ｜iA Clarington
｜Oct. 29, 202029 Oct 2020
Portfolio Manager Webcast with Dan Bastasic
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.
Videos ｜Dan Bastasic
｜Jan. 22, 202022 Jan 2020
Opportunity and risk in the North American equity and high-yield markets
While a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear poised to deliver very respectable returns in 2020. In this video, portfolio manager Dan Bastasic offers perspective and insight on Canadian dividend-paying equities, stock valuations south of the border, high-yield spreads and expected returns, and central bank policy.
