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. 

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Videos | Loomis Sayles | Nov. 22, 2023

Finding Opportunity in Global Fixed Income

Portfolio manager David Rolley discusses the global fixed-income landscape and provides an update on the IA Clarington Loomis Global Allocation Fund.

CE Credits | Videos | Webcasts | Various | Nov. 20, 2023

Cash Isn’t King: Active Insights for Long-Term Wealth Creation

Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches. CE credits available pending approval.

  • Standing Apart: Investing with Conviction for the Long Term
    Adam Mushaweh, Loomis, Sayles & Company
    Video | Summary
  • Quality Counts: Why Canadian Small Caps Are Still Compelling
    Steven Kim, QV Investors
    Video | Summary
  • Income-Focused Investing: An All-Weather Formula for the Long Term
    Dan Bastasic & Dan Rohinton, iA Global Asset Management
    Video | Summary
  • Thinking Outside the Style Box: Global Opportunities for Long-Term Wealth Creation
    Eileen Riley, Loomis, Sayles & Company
    Video | Summary
  • Keynote: Five Industry Trends Reshaping Financial Advice
    Michael Kitces,
    Video | Summary
Videos | iA Global Asset Management | Nov. 2, 2023

Insights on the Economy & Markets

Portfolio manager Sébastien Mc Mahon discusses his outlook for inflation and interest rates, his current asset allocation positioning, and an economic development that’s caught him by surprise.

Videos | QV Investors | Oct. 12, 2023

Update on the IA Clarington Canadian Small Cap Fund

Portfolio manager Steven Kim discusses fund positioning, the case for equities versus cash, and more.

Videos | Vancity Investment Management | Sep. 12, 2023

Update on the IA Clarington Inhance SRI Funds

Portfolio manager Marc Sheard discusses technology stock valuations, clean energy stock performance, earnings growth for fund holdings, and recent ESG engagement activity.

CE Credits | Webcasts | Wellington Square | Jul. 26, 2023

Update on Core Plus & Floating Rate Income

Jeff Sujitno, Portfolio Manager, Wellington Square, discusses his outlook for fixed income and provides an update on performance and positioning of the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.

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Videos | iA Global Asset Management | Jul. 11, 2023

Update on the IA Clarington Global Dividend Fund

Portfolio manager Dan Rohinton discusses the outlook for global dividend stocks and provides an update on the positioning of the IA Clarington Global Dividend Fund.