Active Insights

Read the session summaries of our recent due diligence event in Boston with Loomis Sayles.

• Rare Gems: Investing for Alpha in the U.S. & International Equity Markets
  Lawrence Keegan, Equity Analyst, Growth Equity Strategies
  Adam Mushaweh, Vice-President & Investment Director, Growth Equity Strategies
  Rayon Ward, Senior Equity Analyst, Growth Equity Strategies


• No Boundaries: An Opportunistic, Value-Driven Approach to Global Fixed-Income Investing
  Brian Kennedy, Vice-President & Portfolio Manager


• Global Allocation: An Engine of Wealth Creation Potential for Long-Term Investors
  Eileen Riley, Vice-President & Portfolio Manager


• Introducing the Loomis Sayles Floating Rate Income Team
  Michael Klawitter, Portfolio Manager
  Heather Young, Portfolio Manager


• In Our DNA: The Foundational Importance of Research
  Ryan McGrail, Senior Credit Research Analyst


• Beyond the Ballast: An Alpha-Focused Approach to Fixed-Income Investing
  David Rolley, Vice-President & Portfolio Manager

Michael Klawitter and Heather Young, the new portfolio managers for the IA Clarington Floating Rate Income Fund and IA Clarington U.S. Dollar Floating Rate Income Fund, discuss the proven investment process that has made Loomis Sayles a pioneering leader in bank loan investing. Please note the webcast is for advisors only while the accompanying summary is approved for investor use. 

Industry icon Dan Janis discusses his new firm, his philosophy and process as the new lead portfolio manager of the IA Clarington Core Plus Bond Fund, and the opportunities he’s seeing in the global fixed-income markets. Please note the webcast is for advisors only while the accompanying summary is approved for investor use.

Dan Rohinton explains where he’s finding opportunities and why diversification is especially important in an environment of narrow market leadership.

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.