Active Insights

Get an update on the outlook for the remainder of the year and learn how our portfolio managers are positioning their funds for the challenges and opportunities that lie ahead.

David McCulla discusses interest rates, areas of opportunity in fixed income, fund performance and portfolio positioning.

The new Global Plus Portfolios offer one-ticket access to some of our leading funds, making it easier than ever to keep your portfolio fully diversified and positioned for long-term success.  

Driven by the same proven process behind the IA Clarington Loomis U.S. All Cap Growth Fund, our new international equity mandate aims to deliver above-market returns for long-term investors.

Eileen Riley discusses AI and its investment potential, semiconductor exposure in the Global Allocation strategy, performance, and standout holdings.

Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use.

• Investing for Income Across the Capital Structure
  Dan Bastasic, iA Global Asset Management
  Summary
• Opportunities in Non-Traditional Fixed Income
  Jeff Sujitno, Wellington Square
  Summary
• Doing Dividends Differently
  Dan Rohinton, iA Global Asset Management
  Summary
• Investing for Alpha in the U.S. Equity Market
  Adam Mushaweh, Loomis, Sayles & Company
  Summary
• Driving Outperformance in the Global Equity & Fixed-Income Markets
  Eileen Riley, Loomis, Sayles & Company
  Summary
• Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
  Michael Kitces, Kitces.com
  Summary

Dan Rohinton discusses performance and positioning on the 1-year anniversary of the fund and explains why his approach to dividend investing is unique. Recorded February 15.

Mathew Hermary discusses performance of the IA Clarington Global Equity Fund and explains how the fund is participating in the AI theme.