Active Insights

Tune in every Friday for insight and perspective on the macro and market landscape with senior economist and portfolio manager Sébastien Mc Mahon.

Get an update on the outlook for the reminder of the year and learn how our portfolio managers are positioning their funds for the challenges and opportunities that lie ahead.

Portfolio manager Dan Rohinton discusses the outlook for global dividend stocks and provides an update on the positioning of the IA Clarington Global Dividend Fund.

Portfolio manager Dan Bastasic provides an update on his macro and market outlook and discusses performance and positioning for the IA Clarington Strategic Funds.

CE Credit

Portfolio manager Tej Rai explains why he’s seeing more opportunity in Canadian and EAFE stocks versus the U.S. market, how central bank policy is influencing his duration positioning, and why he’s favouring high-quality investment grade credit.

Portfolio manager Donny Moss discusses key areas of opportunity and risk in the current environment, the outlook for inflation and interest rates, why he’s favouring the Canadian market over the U.S., and why dividend stocks are a crucial component of a well-constructed portfolio.

Sébastien Mc Mahon discusses his economic and market outlook for the new year and explains what it means for asset allocation. Recorded January 4.

This webcast is for advisors only.

• CE Credit