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
Noelle Corum
Portfolio Manager
Richard Cochinos
Portfolio Manager
Charles C. Tomes
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
Senior Director, Portfolio Manager, Thematic Investments
Jean-René Adam
Managing Director, Head of Public Equities and Global Trading
North American Equities
Nicolas Caron
Vice-President, Portfolio Manager, Canadian Equities
David Caron
Senior Director, Portfolio Manager, North American Equities
Maxime Houde
Senior Director, Portfolio Manager, Thematic Investments
Jean-René Adam
Managing Director, Head of Public Equities and Global Trading
Asset Allocation
Tej Rai
Managing Director, General Funds and Asset Allocation
Alex Bellefleur
Senior Vice-President, Head of Research, Asset Allocation
Fixed Income
Alexandre Morin
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
Senior 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 & Floating Rate Income
Matthew Eagan
Portfolio Manager
Brian Kennedy
Portfolio Manager
Peter Sheehan
Portfolio Manager
Eric Williams
Portfolio Manager
U.S. & International All-Cap Equities
Aziz Hamzaogullari
Chief Investment Officer & Portfolio Manager, Growth Equity Strategies
QV Investors Inc.
Canadian, U.S. & Global Equities
Richard Fortin
Portfolio Manager
Mathew Hermary
Portfolio Manager
Joe Jugovic
Advising Partner
Derek Nichol
Portfolio Manager
Amit Shah
Portfolio Manager
Vancity Investment Management Ltd.
Socially Responsible Investing
Jeffrey Adams
Director & Portfolio Manager
Wes Dearborn
Portfolio Manager, Fixed Income
Mike Harvey
Associate Portfolio Manager
Jeffrey Lew
Portfolio Manager
Charan Sanghera
Senior Associate Portfolio Manager, Equities
Marc Sheard
Portfolio Manager, Equities
Mary Tsang
Associate Portfolio Manager, Equities