Active Insights

Four of our portfolio managers discuss the market and economic implications of three possible outcomes – a Trump win, a Biden win, and no clear result.

Dan discusses his macroeconomic outlook for the short and medium term and explains where he’s seeing opportunity in the equity and fixed-income markets. He also provides an update on performance and positioning for the IA Clarington Strategic Funds.

Dan Bastasic, Shelly Dhawan and Lee Rosenbaum discuss the potential impact of the U.S. presidential election, investment opportunities in the post-pandemic world, and the role socially responsible investments can play in a well-constructed portfolio.

Clément discusses the impact of COVID-19 on the economy and financial markets, his outlook for the months ahead, and the investment implications of his analysis.

Portfolio manager Donny Moss discusses why he’s favouring high-quality companies with potential to grow their dividends, and why he has increased his exposure to the health care and real estate sectors. He also walks us through some new additions to his Canadian and U.S. mandates, and offers perspective on why there’s often a significant divergence in the performance of the economy and stock market.

Louis discusses the impact of recent central bank actions on the fixed-income markets and explains why he disagrees with the view that the traditional 60%/40% portfolio is dead.

Portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Core Plus Bond Fund; how he has recalibrated the portfolio to capture future upside potential; and why he expects capital gains from spread compression.

In this wide-ranging webcast, portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Floating Rate Income Fund, how dispersion is creating alpha opportunities, why he expects senior loans to be bid up in the search for yield, and attractive opportunities in the new issue market.