Active Insights
Market insights
An Update on the IA Clarington Canadian Small Cap Fund
Steven Kim discusses performance highlights, two standout holdings, fund positioning, and his outlook for the Canadian equity market. Recorded February 1.
Differentiated Global Dividend Investing for Today's Complex Markets
Portfolio manager Dan Rohinton discusses opportunities in AI and portfolio positioning for the IA Clarington Global Dividend Fund.
An Update on the IA Clarington Strategic Funds
Dan Bastasic provides an update on his outlook for the economy and explains where he’s finding attractive opportunities in the equity and fixed-income markets. Recorded January 16.
An Update on the IA Clarington Loomis Global Allocation Fund
Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.
An Update on the IA Wealth Enhanced Bond Pool
Portfolio manager Tej Rai discusses the features of the fund and explains why he is positive on the outlook for fixed income.
An Update on the IA Clarington Loomis U.S. All Cap Growth Fund
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.
2024 Market Outlook
Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead.