Active Insights

Portfolio manager Aziz V. Hamzaogullari discusses his investment philosophy and differentiated approach to alpha generation, the 7-step security selection process behind the recently launched IA Clarington Loomis U.S. All Cap Growth Fund, and the strategy’s current positioning.

CE credits available. Please note this webcast is for advisors only.

In this podcast, Fred Sweeney, Vice-President at Loomis, Sayles & Company, L.P., discusses the current state of the global fixed income markets and provides an update on portfolio positioning.

Portfolio managers Ian Cooke, Mathew Hermary and Joe Jugovic of QV Investors discuss performance for the IA Clarington Canadian Small Cap Fund and IA Clarington Global Equity Fund; individual stock highlights; and areas of the Canadian and global equity markets offering attractive risk-adjusted return potential.

CE credits available.

In this 10-minute podcast, Gretchen Amidon, Product Manager, Global Equities, Loomis, Sayles & Company, L.P., provides an update on key equity holdings and explains how the portfolio management team is positioning within fixed income amid rising yields and inflation expectations.

Portfolio manager Dan Bastasic discusses his macroeconomic outlook for 2021, areas of the equity and fixed-income markets offering attractive risk-adjusted return potential, and positioning for the IA Clarington Strategic Funds.

CE credits available.

Portfolio manager Jeff Sujitno discusses where he’s finding opportunities for alpha in both investment grade and non-investment grade fixed income. He also provides an update on his core plus and floating rate income mandates.

CE credits available.

With the rollout of a vaccine for COVID-19, the key condition for a strong recovery is now in place, making 2021 a year of potential for investors with an eye for opportunity and the discipline to prudently manage risk. Read our 2021 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

In a wide-ranging webcast recorded December 15, Loomis Sayles portfolio managers Eileen Riley and Lee Rosenbaum discuss their research-driven, bottom-up approach to capturing alpha opportunities in the global equity and fixed-income markets; strategy and positioning for the year ahead; and performance for the IA Clarington Loomis Global Allocation Fund.