iA Clarington
2022 Mid-Year Review

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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.

iA Investment Management Inc.

High-Yield Corporate Bonds & Equity Income

Dan Bastasic

Senior Vice-President, Investments & Portfolio Manager

U.S. Equities

Jean-Pierre Chevalier

Senior Director, Portfolio Manager, U.S. Equities & Thematic Investing

Fixed income

Alexandre Morin

Senior Director, Portfolio Manager, Fixed Income

North American Large-Cap Dividend Stocks

Donny Moss

Senior Director, Portfolio Manager, North American Equities

Asset Allocation

Sébastien Mc Mahon

Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager

Tej Rai

Senior Vice-President, Asset Allocation

Loomis, Sayles & Company, L.P.

Global Equities & Fixed Income

Matthew Eagan

Executive Vice-President & Portfolio Manager

Eileen Riley

Vice-President & Portfolio Manager

David Rolley

Vice-President & Portfolio Manager

Lee Rosenbaum

Vice-President & Portfolio Manager

Global Multisector Bonds

Matthew Eagan

Executive Vice-President & Portfolio Manager

Brian Kennedy

Vice-President & Portfolio Manager

Elaine Stokes

Executive Vice-President & Portfolio Manager

U.S. All-Cap Equities

Aziz Hamzaogullari

Chief Investment Officer & Portfolio Manager, Growth Equity Strategies

QV Investors Inc.

Canadian, U.S. & Global 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

Andrew Khazzam

Portfolio Manager

Jeff Sujitno

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).