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. CE credits available pending approval.

  • Investing for Income Across the Capital Structure
    Dan Bastasic, iA Global Asset Management
  • Opportunities in Non-Traditional Fixed Income
    Jeff Sujitno, Wellington Square
  • Doing Dividends Differently
    Dan Rohinton, iA Global Asset Management
  • Investing for Alpha in the U.S. Equity Market
    Adam Mushaweh, Loomis, Sayles & Company
  • Driving Outperformance in the Global Equity & Fixed-Income Markets
    Eileen Riley, Loomis, Sayles & Company
  • Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
    Michael Kitces, Kitces.com
View replay CE credit (pending approval)
Videos | Wellington Square | Jan. 31, 2024

Rethinking Fixed-Income Investing

Portfolio manager Jeff Sujitno explains where he’s seeing opportunities and why he believes investors would benefit from considering less conventional ways of investing in fixed income.

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. 

Read report
Videos | Wellington Square | May 12, 2023

Update on Core Plus & Floating Rate Income

Wellington Square portfolio managers Andrew Khazzam and Jeff Sujitno provide an update on the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.