iA Clarington
2020 Mid-Year Review


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The COVID-19 pandemic delivered an unprecedented market and economic shock, turning what was shaping up to be a generally positive, if somewhat volatile year, into one of the most challenging crises ever witnessed.

As the second half of the year unfolds and the severity of the pandemic’s impact begins to abate, our portfolio managers take a look back at their outlook at the beginning of the year and reflect on the startling turn of events that changed so much so quickly. They also explain how they’ve positioned their portfolios and what they’re anticipating for the remainder of the year and beyond.

iAC Logo

IA Clarington Investment Inc.

High-yield corporate bonds, equity income

Dan Bastasic

Senior Vice-President, Investments & Portfolio Manager

Industrial Alliance Investment Management Inc.

Macro-driven asset allocation

Clément Gignac

First Vice-President, Diversified Funds & Chief Economist

North American large-cap dividend stocks

Donny Moss

Senior Portfolio Manager

Loomis, Sayles & Company, L.P.

Global equities & fixed income

Matthew J. Eagan

Executive Vice-President & Portfolio Manager

Daniel J. Fuss

Vice-Chairman

Brian P. Kennedy

Vice-President & Portfolio Manager

Eileen N. Riley

Vice-President & Co-Portfolio Manager

David W. Rolley

Vice-President & Portfolio Manager

Lee Rosenbaum

Vice President & Co-Portfolio Manager

Elaine M. Stokes

Executive Vice-President & Portfolio Manager

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QV Investors Inc.

Global & Canadian equities, fixed income

Clement Chiang

Portfolio Manager

Ian Cooke

Vice-President & Portfolio Manager

Darren Dansereau

Vice-President & Portfolio Manager

Mathew Hermary

Portfolio Manager

Joe Jugovic

President & CEO

Radin Logo

Vancity Investment Management Ltd.

Socially responsible investing

Shelly Dhawan

Head of ESG

Jeffrey Lew

Portfolio Manager

Andrew Simpson

Portfolio Manager

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Wellington Square1

Corporate bonds, senior loans

Amar Dhanoya

Portfolio Manager

Jeff Sujitno

Portfolio Manager


1Wellington Square refers to Wellington Square Capital Partners Inc. (sub-advisor) and Wellington Square Advisors Inc. (sub-sub advisor).