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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Webcasts |Loomis Sayles |Dec. 15, 202015 Dec 2020

Webcast: Loomis Sayles on uncovering global alpha opportunities

In a wide-ranging webcast recorded December 15, Loomis Sayles portfolio managers Eileen Riley and Lee Rosenbaum discuss their research-driven, bottom-up approach to capturing alpha opportunities in the global equity and fixed-income markets; strategy and positioning for the year ahead; and performance for the IA Clarington Loomis Global Allocation Fund.

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Reports |Loomis Sayles |Nov. 5, 20205 Nov 2020

Capturing Alpha Since 1926

Read a detailed summary of our November 5 due diligence session with sub-advisor Loomis Sayles. The event provided an up-close look at the investment process behind the IA Clarington Loomis Global Multisector Bond Fund, IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund.

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Reports |iA Clarington |Oct. 26, 202026 Oct 2020

Panel: Active Insights for Complex Markets

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.

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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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Conference calls |Loomis Sayles |Apr. 9, 20209 Apr 2020

Conference call replay: Insights on coronavirus & volatility with Lee Rosenbaum

On this call, portfolio manager Lee Rosenbaum discussed the impact of COVID-19 on the global equity markets and provided an update on fund positioning

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Videos |Lee Rosenbaum |Jan. 22, 202022 Jan 2020

Global equity opportunities for long-term investors

Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations. In this video, he discusses some recent stock picks and explains why his stringent selection criteria result in a portfolio with exceptional potential for long-term wealth creation.
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