Active Insights

Market insights

Podcasts ｜Industrial Alliance Investment Management ｜Oct. 1, 20201 Oct 2020

Podcast with Donny Moss

Portfolio manager Donny Moss discusses why he’s favouring high-quality companies with potential to grow their dividends, and why he has increased his exposure to the health care and real estate sectors. He also walks us through some new additions to his Canadian and U.S. mandates, and offers perspective on why there’s often a significant divergence in the performance of the economy and stock market.

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Videos ｜Lee Rosenbaum ｜Jan. 22, 202022 Jan 2020

Global equity opportunities for long-term investors

Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations. In this video, he discusses some recent stock picks and explains why his stringent selection criteria result in a portfolio with exceptional potential for long-term wealth creation.
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Videos ｜Dan Bastasic ｜Jan. 22, 202022 Jan 2020

Opportunity and risk in the North American equity and high-yield markets

While a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear poised to deliver very respectable returns in 2020. In this video, portfolio manager Dan Bastasic offers perspective and insight on Canadian dividend-paying equities, stock valuations south of the border, high-yield spreads and expected returns, and central bank policy.
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