Active Insights

Portfolio manager Tej Rai breaks down what’s happened in the markets year-to-date and explains how he’s positioning his portfolios for the road ahead.

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Portfolio managers Tracy Zhao and Andrew Khazzam discuss the current market environment and provide an update on the IA Clarington Floating Rate Income Fund and IA Clarington Core Plus Bond Fund.

Senior economist and portfolio manager Sébastien Mc Mahon recently appeared on Strictly Money to discuss his thoughts on the economy and markets. He also explores the asset allocation implications of today’s turbulent 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 managers Ian Cooke and Steven Kim discuss their outlook for the Canadian small-cap space and highlight two of the top holdings in the IA Clarington Canadian Small Cap Fund, which just celebrated its 25-year anniversary.

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We are very pleased to celebrate the 25th anniversary of the IA Clarington Canadian Small Cap Fund, sub-advised by our valued partners at QV Investors. Explore our suite of materials marking this important milestone:

• 25th anniversary brochure
• A conversation with Joe Jugovic

25th anniversary video

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Watch the replay of our special Earth Day webcast with Vancity Investment Management Ltd. (VCIM). The team discusses key trends in socially responsible investing as well as highlights of VCIM’s recent shareholder engagement initiatives.

Portfolio managers Dan Bastasic and Sébastien Mc Mahon offer their insights on the volatility we’re seeing in the markets and explain what they’re doing to manage risk and seize opportunities in the weeks and months ahead.