Active Insights

Dan discusses the equity and high-yield markets, fund positioning and the central bank response to the COVID-19 crisis.

In this 10-minute podcast, portfolio manager Donny Moss discusses the outlook for North American equities, his expectations for the pace of the anticipated economic recovery, and some of the portfolio adjustments he’s made to take advantage of recent volatility.

On this call portfolio managers Jean-Pierre Chevalier, Clément Gignac, Alexandre Morin and Donny Moss of Industrial Alliance Investment Management discussed the market and economic impact of COVID-19, areas of opportunity and fund positioning. Please note that this call is in English only.

In this 10-minute podcast, Mathew Hermary discusses some of the portfolio adjustments he’s made to take advantage of opportunities presented by recent market volatility. He also explains what he believes is the best way to approach energy sector positioning given the steep decline in oil prices.

On this call, Andrew Simpson and Shelly Dhawan of Vancity Investment Management discussed the market impact and ESG implications of COVID-19, and provided an update on fund positioning.

A wide-ranging commentary on medium-term opportunities, areas of the market to avoid, and expectations on the nature and timing of the anticipated economic recovery.

On this call, portfolio manager Lee Rosenbaum discussed the impact of COVID-19 on the global equity markets and provided an update on fund positioning

On this call, portfolio managers Joe Jugovic and Ian Cooke of QV Investors discussed the impact of COVID-19 on the markets and provided an update on Fund positioning.