Conference calls |Dan Bastasic |Mar. 31, 202031 Mar 2020

Conference call replay: Insights on coronavirus & volatility with Dan Bastasic

On this call, Dan Bastasic discussed the impact of COVID-19 on the markets and economy, and provided an update on Fund positioning.

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Conference calls |David Rolley |Mar. 26, 202026 Mar 2020

Conference call replay: Insights on coronavirus & volatility with David Rolley

On this call, David Rolley discussed the impact of COVID-19 on the markets and provided an update on Fund positioning.

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Conference calls |Jeff Sujitno |Mar. 25, 202025 Mar 2020

Conference call replay: Insights on coronavirus & volatility with Jeff Sujitno

On this call, Jeff Sujitno discussed the impact of COVID-19 on the credit markets and provided an update on Fund positioning.

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Reports |Loomis, Sayles & Company, L.P. |Mar. 19, 202019 Mar 2020

Loomis Sayles on the impact of COVID-19

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.
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Reports |Clément Gignac |Mar. 18, 202018 Mar 2020

Clément Gignac on the impact of COVID-19

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.
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Reports |Dan Bastasic |Mar. 17, 202017 Mar 2020

Dan Bastasic on the impact of COVID-19

Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, comments on the impact of COVID-19 on the markets and economy.

Key takeaways

  • There is likely some downside remaining in the markets.
  • Central banks and governments have responded well overall.
  • A significant rebound is likely after COVID-19 cases flatten in key countries.
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Reports |Jeff Sujitno |Mar. 17, 202017 Mar 2020

Jeff Sujitno on the impact of COVID-19

Jeff Sujitno, Senior Vice-President & Portfolio Manager, iA Clarington Investments, discusses the impact of COVID-19 on the credit markets and provides an update on fund positioning.

Key takeaways

  • The negative impact of COVID-19 on our floating rate mandate has been relatively shallow.
  • The Fund’s holdings are high-quality and have excellent potential to ‘snap back’.
  • A long-term perspective is critical to benefitting from the anticipated recovery.
  • Market weakness has created an opportunity to generate equity-like returns while taking first lien debt risk.
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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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