Active Insights

Get insight 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. 

Tune in every Friday for insight and perspective on the macro and market landscape with senior economist and portfolio manager Sébastien Mc Mahon.

Portfolio manager Jonathan Birtwell explains why U.S. exceptionalism is running out of steam and why Europe and Asia are poised to be the main beneficiaries. 

Portfolio manager Noelle Corum discusses:

• Why the Agile team is cautiously embracing credit risk
• Why the team is overweight value in both the Core Plus and Global Total Return Income mandates
• Why Canada, Europe and Asia are attractive areas of opportunity

Watch the replay or read the summary of our April 7 webcast featuring Sébastien Mc Mahon and Dan Rohinton of iA Global Asset Management and Dan Janis of Agile Investment Management.

Dan Rohinton and Oliver Shao talk tariffs, recent portfolio adjustments, and the benefits of dividend funds in today’s market environment.

The Asset Allocation Team at iA Global Asset Management offers insight on the path forward for investors in the wake of President Trump’s big announcement on tariffs.

Portfolio manager Alex Bellefleur discusses the role alternative investments can play in a well-constructed portfolio.