An Update on the IA Wealth Enhanced Bond Pool
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Portfolio manager Tej Rai discusses the features of the fund and explains why he is positive on the outlook for fixed income.
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Portfolio manager Tej Rai discusses the features of the fund and explains why he is positive on the outlook for fixed income.
Adam Mushaweh discusses recent performance and explains why he believes the fund is well positioned to capture alpha potential in the new year. Recorded December 20, 2023.
Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead.
Portfolio manager David Rolley discusses the global fixed-income landscape and provides an update on the IA Clarington Loomis Global Allocation Fund.
Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches.
Portfolio manager Sébastien Mc Mahon discusses his outlook for inflation and interest rates, his current asset allocation positioning, and an economic development that’s caught him by surprise.
Portfolio manager Steven Kim discusses fund positioning, the case for equities versus cash, and more.
Portfolio manager Marc Sheard discusses technology stock valuations, clean energy stock performance, earnings growth for fund holdings, and recent ESG engagement activity.