Active Insights

Eileen Riley discusses AI and its investment potential, semiconductor exposure in the Global Allocation strategy, performance, and standout holdings.

Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use.

• Investing for Income Across the Capital Structure
  Dan Bastasic, iA Global Asset Management
  Summary
• Opportunities in Non-Traditional Fixed Income
  Jeff Sujitno, Wellington Square
  Summary
• Doing Dividends Differently
  Dan Rohinton, iA Global Asset Management
  Summary
• Investing for Alpha in the U.S. Equity Market
  Adam Mushaweh, Loomis, Sayles & Company
  Summary
• Driving Outperformance in the Global Equity & Fixed-Income Markets
  Eileen Riley, Loomis, Sayles & Company
  Summary
• Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
  Michael Kitces, Kitces.com
  Summary

Dan Rohinton discusses performance and positioning on the 1-year anniversary of the fund and explains why his approach to dividend investing is unique. Recorded February 15.

Mathew Hermary discusses performance of the IA Clarington Global Equity Fund and explains how the fund is participating in the AI theme.

Adam Mushaweh discusses recent performance of the IA Clarington Loomis U.S. All Cap Growth Fund and explains how it has been driven by the team’s investment approach.  

Steven Kim discusses performance highlights, two standout holdings, fund positioning, and his outlook for the Canadian equity market. Recorded February 1.

Portfolio manager Dan Rohinton discusses opportunities in AI and portfolio positioning for the IA Clarington Global Dividend Fund.

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.