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

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.

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

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

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.  

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

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.

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