Active Insights

Portfolio managers Jeff Sujitno and Andrew Khazzam discuss their outlook for the fixed-income markets and provide an update on the IA Clarington Floating Rate Income Fund and IA Clarington Core Plus Bond Fund.

CE credits available.

Portfolio manager Jeff Sujitno discusses where he’s finding opportunities for alpha in both investment grade and non-investment grade fixed income. He also provides an update on his core plus and floating rate income mandates.

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.

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.

Portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Core Plus Bond Fund; how he has recalibrated the portfolio to capture future upside potential; and why he expects capital gains from spread compression.

In this wide-ranging webcast, portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Floating Rate Income Fund, how dispersion is creating alpha opportunities, why he expects senior loans to be bid up in the search for yield, and attractive opportunities in the new issue market.

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.

Jeff Sujitno discusses recent performance and explains how he’s recalibrating the portfolio to capture future upside potential.