Webcasts |iA Clarington |Oct. 29, 202029 Oct 2020

Portfolio Manager Webcast with Dan Bastasic

Dan discusses his macroeconomic outlook for the short and medium term and explains where he’s seeing opportunity in the equity and fixed-income markets. He also provides an update on performance and positioning for the IA Clarington Strategic Funds.

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Reports |iA Clarington |Oct. 26, 202026 Oct 2020

Panel: Active Insights for Complex Markets

Dan Bastasic, Shelly Dhawan and Lee Rosenbaum discuss the potential impact of the U.S. presidential election, investment opportunities in the post-pandemic world, and the role socially responsible investments can play in a well-constructed portfolio.

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Webcasts |Clément Gignac |Oct. 6, 20206 Oct 2020

Webcast: Navigating the New Economic and Market Reality with Clément Gignac

Clément discusses the impact of COVID-19 on the economy and financial markets, his outlook for the months ahead, and the investment implications of his analysis.

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Podcasts |Industrial Alliance Investment Management |Oct. 1, 20201 Oct 2020

Podcast with Donny Moss

Portfolio manager Donny Moss discusses why he’s favouring high-quality companies with potential to grow their dividends, and why he has increased his exposure to the health care and real estate sectors. He also walks us through some new additions to his Canadian and U.S. mandates, and offers perspective on why there’s often a significant divergence in the performance of the economy and stock market.

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Podcasts |Industrial Alliance Investment Management |Sep. 24, 202024 Sep 2020

Podcast with Louis Gagnon

Louis discusses the impact of recent central bank actions on the fixed-income markets and explains why he disagrees with the view that the traditional 60%/40% portfolio is dead.

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Webcasts |Wellington Square |Sep. 11, 202011 Sep 2020

Webcast: Update on IA Clarington Core Plus Bond Fund

Portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Core Plus Bond Fund; how he has recalibrated the portfolio to capture future upside potential; and why he expects capital gains from spread compression.

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Webcasts |Wellington Square |Aug. 25, 202025 Aug 2020

Webcast: Update on IA Clarington Floating Rate Income Fund

In this wide-ranging webcast, portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Floating Rate Income Fund, how dispersion is creating alpha opportunities, why he expects senior loans to be bid up in the search for yield, and attractive opportunities in the new issue market.

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Reports |Various |Aug. 6, 20206 Aug 2020

2020 Mid-Year Review

Learn how our active managers recalibrated their expectations and positioning in the wake of the COVID-19 crisis, and where they’re seeing opportunity and risk as markets and economies across the globe make continued progress towards recovery.

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