Active Insights

Find out how our portfolio managers are positioning their funds for today’s high-inflation, rising-rate environment.

Watch the replay or read the session summaries of our CE-eligible event with Loomis, Sayles & Company, QV Investors, Wellington Square, Vancity Investment Management and iA Investment Management.

Summaries:

• Finding the Asset Allocation Sweet Spot
• Trends and Themes in Responsible Investing
• Investing Across the Capital Structure
• Opportunities in North American Equities
• Fixed-Income Strategies in Today’s Environment

Watch the replay or read the session summaries of our due diligence event with sub-advisor Loomis Sayles. Panels on global equities, global fixed income and U.S. equities offer perspective and insight on the opportunities and risks in today’s volatile investment landscape and explore the key pillars of Loomis Sayles’ alpha-driven approach to long-term wealth creation.

Summaries:

• Alpha Opportunities in a Turbulent Global Environment
• Global Fixed-Income Investing in 2022
• A Private Equity Approach to U.S. Equity Investing

Portfolio manager David Rolley discusses how he and his team at Loomis Sayles & Company are navigating the volatility we’re currently seeing in the markets.

It was a great year for the markets, but as we approach 2022, uncertainties around inflation, central bank policy, supply chains and the impact of new variants of COVID-19 present investors with a complex and unfamiliar path ahead. Read our 2022 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

Watch the replay or read the summary of our October 6 virtual due diligence event with our four sub-advisory partners: Loomis, Sayles & Company, L.P., QV Investors Inc., Vancity Investment Management Ltd., and Wellington Square. Each session provides in-depth insight on the opportunities and risks in today’s market and a behind-the-scenes look at the unique investment styles these experienced and talented managers bring to their funds. CE credits pending approval.

Summaries:

• Loomis, Sayles & Company, L.P.
• QV Investors Inc.
• Vancity Investment Management Ltd.
• Wellington Square