Active Insights

Portfolio managers Ian Cooke, Mathew Hermary and Joe Jugovic of QV Investors discuss performance for the IA Clarington Canadian Small Cap Fund and IA Clarington Global Equity Fund; individual stock highlights; and areas of the Canadian and global equity markets offering attractive risk-adjusted return potential.

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.

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.

In this 12-minute podcast, portfolio manager Ian Cooke explains why he thinks expectations for a V-, W-, or ‘swoosh’-shaped recovery miss the mark. He also discusses the sectors he’s overweighting and the qualities he looks for in a small-cap stock, particularly under difficult economic conditions.