Active Insights

Portfolio manager Jonathan Birtwell explains why U.S. exceptionalism is running out of steam and why Europe and Asia are poised to be the main beneficiaries. 

Portfolio manager Noelle Corum discusses:

• Why the Agile team is cautiously embracing credit risk
• Why the team is overweight value in both the Core Plus and Global Total Return Income mandates
• Why Canada, Europe and Asia are attractive areas of opportunity

Watch the replay or read the summary of our April 7 webcast featuring Sébastien Mc Mahon and Dan Rohinton of iA Global Asset Management and Dan Janis of Agile Investment Management.

Dan Rohinton and Oliver Shao talk tariffs, recent portfolio adjustments, and the benefits of dividend funds in today’s market environment.

The Asset Allocation Team at iA Global Asset Management offers insight on the path forward for investors in the wake of President Trump’s big announcement on tariffs.

Portfolio manager Alex Bellefleur discusses the role alternative investments can play in a well-constructed portfolio. 

Watch the replay or read the summary of our recent webcast to learn how our portfolio managers are positioning their funds in today’s volatile and uncertain environment. Please note the video replay is for advisors only, while the accompanying summaries are available for investor use.

• Equity Income & High Yield in 2025
  Dan Bastasic, iA Global Asset Management
  Summary
• Why Now: The Case for Multi-Strategy Alternatives
  Tej Rai & Alex Bellefleur, iA Global Asset Management
  Summary
• Finding Alpha in Global Equities
  Eileen Riley, Loomis, Sayles & Company
  Summary
• Opportunity & Risk in Global Fixed Income
  Dan Janis, Agile Investment Management
  Summary

Our portfolio managers discuss the potential impact of a trade war with the U.S. and explain how they are positioning their funds to capitalize on opportunities and manage risks.