Reports | Various | Jul. 9, 2024

2024 Mid-Year Review

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.

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Videos | Loomis Sayles | Jun. 17, 2024

Introducing the IA Clarington Loomis International Growth Fund

Driven by the same proven process behind the IA Clarington Loomis U.S. All Cap Growth Fund, our new international equity mandate aims to deliver above-market returns for long-term investors.

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Videos | Loomis Sayles | Jun. 13, 2024

Capturing Long-Term Opportunities in the Global Equity Markets

Eileen Riley discusses AI and its investment potential, semiconductor exposure in the Global Allocation strategy, performance, and standout holdings.

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CE Credits | Webcasts | Various | Apr. 16, 2024

Cash Isn’t King: Active Insights for Long-Term Wealth Creation

Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use.

  • Investing for Income Across the Capital Structure
    Dan Bastasic, iA Global Asset Management
    Summary
  • Opportunities in Non-Traditional Fixed Income
    Jeff Sujitno, Wellington Square
    Summary
  • Doing Dividends Differently
    Dan Rohinton, iA Global Asset Management
    Summary
  • Investing for Alpha in the U.S. Equity Market
    Adam Mushaweh, Loomis, Sayles & Company
    Summary
  • Driving Outperformance in the Global Equity & Fixed-Income Markets
    Eileen Riley, Loomis, Sayles & Company
    Summary
  • Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
    Michael Kitces, Kitces.com
    Summary
View replay CE credit (pending approval)
Videos | Loomis Sayles | Feb. 26, 2024

Alpha-Focused U.S. Equity Investing

Adam Mushaweh discusses recent performance of the IA Clarington Loomis U.S. All Cap Growth Fund and explains how it has been driven by the team’s investment approach.  

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Webcasts | Loomis Sayles | Jan. 29, 2024

An Update on the IA Clarington Loomis Global Allocation Fund

Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.

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Webcasts | Loomis Sayles | Jan. 17, 2024

An Update on the IA Clarington Loomis U.S. All Cap Growth Fund

Adam Mushaweh discusses recent performance and explains why he believes the fund is well positioned to capture alpha potential in the new year. Recorded December 20, 2023.

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Reports | Various | Dec. 15, 2023

2024 Market Outlook

Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead. 

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