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.

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Webcasts | Loomis Sayles | Jan. 29, 2024

An Update on the IA Clarington Loomis Global Allocation Fund

Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.

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Videos | iA Global Asset Management | Jan. 18, 2024

An Update on the IA Wealth Enhanced Bond Pool

Portfolio manager Tej Rai discusses the features of the fund and explains why he is positive on the outlook for fixed income.  

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Webcasts | Loomis Sayles | Jan. 17, 2024

An Update on the IA Clarington Loomis U.S. All Cap Growth Fund

Adam Mushaweh discusses recent performance and explains why he believes the fund is well positioned to capture alpha potential in the new year. Recorded December 20, 2023.

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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.

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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.

  • 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, Kitces.com
    Video | Summary
View replay CE credit (pending approval)
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.

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