As we approach 2022, persistent inflation, central bank policy, supply chain disruptions and new variants of COVID-19 – among other factors – present investors with a complex and highly fluid environment. Our 2022 Market Outlook brings clarity to the path forward and illustrates that active management will be crucial for seizing opportunities and managing risk in the year ahead.
Individual outlook commentaries from our in-house portfolio managers and sub-advisors are available below.
IA Clarington Investments Inc.
High-yield corporate bonds & equity income
Dan Bastasic
Senior Vice-President, Investments & Portfolio Manager
IA Investment Management Inc.
U.S. equities
Jean-Pierre Chevalier
Senior Portfolio Manager, U.S. Equities
Asset allocation
Sébastien Mc Mahon
Interim Chief Economist & Senior Portfolio Manager, Diversified Funds
Tej Rai
Senior Vice-President, Asset Allocation
Fixed income
Alexandre Morin
Principal Portfolio Manager, Fixed Income Investment Funds
North American large-cap dividend stocks
Donny Moss
Senior Portfolio Manager
Loomis, Sayles & Company, L.P.
U.S. all-cap growth equities
Aziz V. Hamzaogullari
Growth Equity Strategies Founder, Chief Investment Officer & Portfolio Manager
Global multisector fixed income
Matthew J. Eagan
Executive Vice-President & Portfolio Manager
Brian P. Kennedy
Vice-President & Portfolio Manager
Elaine M. Stokes
Executive Vice-President & Portfolio Manager
Global equities & fixed income
Matthew J. Eagan
Executive Vice-President & Portfolio Manager
Eileen N. Riley
Vice-President & Portfolio Manager
David W. Rolley
Vice-President & Portfolio Manager
Lee M. Rosenbaum
Vice-President & Portfolio Manager
QV Investors Inc.
Canadian, global & U.S. equities
Ian Cooke
Portfolio Manager
Mathew Hermary
Portfolio Manager
Joe Jugovic
Portfolio Manager
Vancity Investment Management Ltd.
Socially responsible investing
Jeffrey Adams
Director & Portfolio Manager
Wes Dearborn
Portfolio Manager, Fixed Income
Kelly Hirsch
Head of ESG
Jeffrey Lew
Portfolio Manager
Marc Sheard
Portfolio Manager, Equities
Wellington Square
Corporate bonds & senior loans
Amar Dhanoya
Portfolio Manager
Jeff Sujitno
Portfolio Manager
Andrew Khazzam
Portfolio Manager
Tracy Zhao
Portfolio Manager
Wellington Square refers to Wellington Square Capital Partners Inc. (sub-advisor) and Wellington Square Advisors Inc. (sub-sub advisor).
