With inflation hitting multi-decade highs, central banks in Canada and the U.S. have been forced into an aggressive rate-hiking cycle, sending shockwaves through both the equity and fixed-income markets for the better part of 2022. Our 2023 Market Outlook brings clarity to the path forward and illustrates that nimble active management will be the key to capitalizing on pockets of opportunity and navigating a wide range of ongoing and emerging risks.
Individual outlook commentaries from our in-house portfolio managers and sub-advisors are available below.
Industrial Alliance Investment Management inc.
High-Yield Corporate Bonds & Equity Income
Dan Bastasic
Senior Vice-President, Investments & Portfolio Manager
Innovation Themes in U.S. Equities
Jean-Pierre Chevalier
Senior Director, Portfolio Manager, U.S. Equities & Thematic Investing
Jean-René Adam
Senior Vice-President, Head of Public Equities
North American Equities
Marc Gagnon
Vice-President, Portfolio Manager, North American Equities
Jean-René Adam
Senior Vice-President, Head of Public Equities
Asset Allocation
Sébastien Mc Mahon
Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager
Tej Rai
Senior Vice-President, Asset Allocation
Fixed Income
Alexandre Morin
Senior Director, Portfolio Manager, Fixed Income
Dominic Siciliano
Senior Vice-President, Head of Fixed Income
North American Large-Cap Dividend Stocks
Donny Moss
Senior Director, Portfolio Manager, North American Equities
Jean-René Adam
Senior Vice-President, Head of Public Equities
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
Growth Equity Strategies Founder, Chief Investment Officer & Portfolio Manager
QV Investors Inc.
Canadian, U.S. & Global Equities
Ian Cooke
Portfolio Manager
Richard Fortin
Portfolio Manager
Mathew Hermary
Portfolio Manager
Joe Jugovic
Portfolio Manager
Steven Kim
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).
