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.

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Podcasts |Industrial Alliance Investment Management |Oct. 1, 20201 Oct 2020

Podcast with Donny Moss

Portfolio manager Donny Moss discusses why he’s favouring high-quality companies with potential to grow their dividends, and why he has increased his exposure to the health care and real estate sectors. He also walks us through some new additions to his Canadian and U.S. mandates, and offers perspective on why there’s often a significant divergence in the performance of the economy and stock market.

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Reports |Various |Aug. 6, 20206 Aug 2020

2020 Mid-Year Review

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.

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Podcasts |Donny Moss |Apr. 28, 202028 Apr 2020

Podcast: Donny Moss on COVID-19

In this 10-minute podcast, portfolio manager Donny Moss discusses the outlook for North American equities, his expectations for the pace of the anticipated economic recovery, and some of the portfolio adjustments he’s made to take advantage of recent volatility.

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Conference calls |Industrial Alliance Investment Management |Apr. 22, 202022 Apr 2020

Conference call replay: Insights on coronavirus & volatility with iAIM

On this call portfolio managers Jean-Pierre Chevalier, Clément Gignac, Alexandre Morin and Donny Moss of Industrial Alliance Investment Management discussed the market and economic impact of COVID-19, areas of opportunity and fund positioning. Please note that this call is in English only.

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Videos |Donny Moss |Dec. 12, 201912 Dec 2019

Opportunities in the North American Equity Market

After a very strong 2019, many investors are wondering how long of a runway North American equity markets have for continued positive returns. In this video, portfolio manager Donny Moss lays out his expectations for 2020 and identifies the sectors he’s favouring and avoiding. He also discusses why he recently took a position in a stock he previously avoided, and offers his thoughts on the Canadian energy sector.
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