Active Insights

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. CE credits available pending approval.

• 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

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.  

Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.

Adam Mushaweh discusses recent performance and explains why he believes the fund is well positioned to capture alpha potential in the new year. Recorded December 20, 2023.

Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead. 

Portfolio manager David Rolley discusses the global fixed-income landscape and provides an update on the IA Clarington Loomis Global Allocation Fund.

Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches.

• Standing Apart: Investing with Conviction for the Long Term
  Adam Mushaweh, Loomis, Sayles & Company
  Video | Summary
• Quality Counts: Why Canadian Small Caps Are Still Compelling
  Steven Kim, QV Investors
  Video | Summary
• Income-Focused Investing: An All-Weather Formula for the Long Term
  Dan Bastasic & Dan Rohinton, iA Global Asset Management
  Video | Summary
• Thinking Outside the Style Box: Global Opportunities for Long-Term Wealth Creation
  Eileen Riley, Loomis, Sayles & Company
  Video | Summary
• Keynote: Five Industry Trends Reshaping Financial Advice
  Michael Kitces, Kitces.com
  Video | Summary

Eileen Riley provides an update on the IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund, and Adam Mushaweh gives us the latest on the IA Clarington Loomis U.S. All Cap Growth Fund. Please note the webcast is for advisors only; the summary is approved for distribution to investors.

Eileen Riley

• Webcast replay
• Summary
• CE Credit

Adam Mushaweh

• Webcast replay
• Summary
• CE Credit