Active Insights

Louis discusses the impact of recent central bank actions on the fixed-income markets and explains why he disagrees with the view that the traditional 60%/40% portfolio is dead.

Portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Core Plus Bond Fund; how he has recalibrated the portfolio to capture future upside potential; and why he expects capital gains from spread compression.

In this wide-ranging webcast, portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Floating Rate Income Fund, how dispersion is creating alpha opportunities, why he expects senior loans to be bid up in the search for yield, and attractive opportunities in the new issue market.

Learn how our active managers recalibrated their expectations and positioning in the wake of the COVID-19 crisis, and where they’re seeing opportunity and risk as markets and economies across the globe make continued progress towards recovery.

Portfolio managers Clément Gignac and Alexandre Morin walk us through the features and benefits of the IA Wealth Core Bond Pool and the all-new IA Wealth Enhanced Bond Pool.

Portfolio manager Brian P. Kennedy discusses the features and benefits of the newly launched IA Clarington Loomis Global Multisector Bond Fund.

Gretchen Amidon, Product Manager, Global Equities, and David Rolley, Vice-President & Portfolio Manager, Loomis, Sayles & Company, L.P. discuss the impact of COVID-19 on the global equity and fixed-income markets.

Key takeaways

• We expect the increase in volatility to present attractive buying opportunities.
• We have already begun selectively adding new positions to the Funds.
• We expect the market and economic fallout of the coronavirus to be temporary.

On March 18, Clément Gignac, First Vice-President, Diversified Funds & Chief Economist at Industrial Alliance Investment Management Inc., discussed the impact of COVID-19 on the economy and markets.

Key takeaways

• Uncertainty and forced selling are the key drivers of stock market volatility.
• We are overweight emerging markets, EAFE and the banking sector.
• We remain positive on the market’s ability to overcome the impact of the coronavirus.