In our Mid-Year Review, our portfolio managers revisit their forecasts in January and reflect on the major developments of the first two quarters. They also discuss their outlook for the second half of the year and explain how they are positioning for the opportunities and risks that lie ahead.
Download the full report or access individual manager commentaries below.
Agile Investment Management LLC
Global Multi-Sector Fixed Income
Dan Janis
Chief Investment Officer
Peter Azzinaro
Portfolio Manager
Jonathan Birtwell
Portfolio Manager
Noelle Corum
Portfolio Manager
iA Global Asset Management Inc.
High-Yield Corporate Bonds & Equity Income
Dan Bastasic
Senior Vice-President, Investments & Portfolio Manager
Innovation Themes in U.S. Equities
Maxime Houde
Director, Portfolio Manager, Thematic Investments
Jean-René Adam
Managing Director, Head of Public Equities and Global Trading
North American Equities
Marc Gagnon
Vice-President, Portfolio Manager, North American Equities
David Caron
Senior Director, Portfolio Manager, North American Equities
Maxime Houde
Director, Portfolio Manager, Thematic Investments
Jean-René Adam
Managing Director, Head of Public Equities and Global Trading
Asset Allocation
Sébastien Mc Mahon
Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager
Tej Rai
Managing Director, Asset Allocation
Alex Bellefleur
Senior Vice-President, Head of Research, Asset Allocation
Fixed Income
Alexandre Morin
Senior Director, Portfolio Manager, Fixed Income
David McCulla
Senior Director, Portfolio Manager, Fixed Income
Dominic Siciliano
Senior Vice-President, Head of Fixed Income
North American & Global Dividend Equities
Dan Rohinton
Vice-President, Portfolio Manager, Global Dividend
Oliver Shao
Director, Portfolio Manager, Global Dividend
Jean-René Adam
Managing Director, Head of Public Equities and Global Trading
Loomis, Sayles & Company, L.P.
Global Equities & Fixed Income
Matthew Eagan
Portfolio Manager
Eileen Riley
Portfolio Manager
David Rolley
Portfolio Manager
Lee Rosenbaum
Portfolio Manager
Global Multi-Sector Bonds
Matthew Eagan
Portfolio Manager
Brian Kennedy
Portfolio Manager
U.S. & International All-Cap Equities
Aziz Hamzaogullari
Chief Investment Officer, Portfolio Manager of the Growth Equity Strategies Team
Floating Rate Income
Matthew Eagan
Portfolio Manager
Michael Klawitter
Portfolio Manager
Heather Young
Portfolio Manager
Peter Sheehan
Portfolio Manager
Eric Williams
Portfolio Manager
QV Investors Inc.
Canadian, U.S. & Global Equities
Richard Fortin
Portfolio Manager
Mathew Hermary
Portfolio Manager
Joe Jugovic
Advising Partner
Steven Kim
Vice-President and Portfolio Manager
Derek Nichol
Portfolio Manager
Vancity Investment Management Ltd.
Socially Responsible Investing
Jeffrey Adams
Director & Portfolio Manager
Wes Dearborn
Portfolio Manager, Fixed Income
Jeffrey Lew
Portfolio Manager
Charan Sanghera
Senior Associate Portfolio Manager, Equities
Marc Sheard
Portfolio Manager, Equities
Mary Tsang
Associate Portfolio Manager, Equities