iA Clarington
2022 Mid-Year Review

A perfect storm of macro, market and geopolitical factors fueled extreme volatility and steep drawdowns for both equities and fixed income in the first half of the year, leaving investors with almost nowhere to hide. But with market turmoil comes opportunity, as the panic-driven selloff has created an investment landscape rich with potential for active managers with a longer-term focus.

As we move into the second half of 2022, our portfolio managers take a look back at their forecasts in January and reflect on the major developments of the first two quarters. They also discuss their outlook for the remainder of the year and explain how they are positioning for the opportunities and risks that lie ahead.