Active Insights

Andrew Simpson and Shelly Dhawan of Vancity Investment Management Ltd. discuss the key pillars of socially responsible investing (SRI), why it continues to see exponential growth among retail and institutional investors, and how the Vancity team builds diversified SRI portfolios for virtually every investor need.

Dan Bastasic and Clément Gignac discuss the market and economic implications of the U.S. elections.

Read a detailed summary of our November 5 due diligence session with sub-advisor Loomis Sayles. The event provided an up-close look at the investment process behind the IA Clarington Loomis Global Multisector Bond Fund, IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund.

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.