Reports |Multiple portfolio managers |Dec. 17, 202017 Dec 2020

2021 Market Outlook

With the rollout of a vaccine for COVID-19, the key condition for a strong recovery is now in place, making 2021 a year of potential for investors with an eye for opportunity and the discipline to prudently manage risk. Read our 2021 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

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Reports |iA Clarington |Nov. 6, 20206 Nov 2020

Post-election Portfolio Manager Analysis

Dan Bastasic and Clément Gignac discuss the market and economic implications of the U.S. elections.

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Reports |Loomis Sayles |Nov. 5, 20205 Nov 2020

Capturing Alpha Since 1926

Read a detailed summary of our November 5 due diligence session with sub-advisor Loomis Sayles. The event provided an up-close look at the investment process behind the IA Clarington Loomis Global Multisector Bond Fund, IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund.

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Reports |iA Clarington |Nov. 2, 20202 Nov 2020

U.S. Presidential Election Analysis

Four of our portfolio managers discuss the market and economic implications of three possible outcomes – a Trump win, a Biden win, and no clear result.

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Reports |iA Clarington |Oct. 26, 202026 Oct 2020

Panel: Active Insights for Complex Markets

Dan Bastasic, Shelly Dhawan and Lee Rosenbaum discuss the potential impact of the U.S. presidential election, investment opportunities in the post-pandemic world, and the role socially responsible investments can play in a well-constructed portfolio.

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Reports |Various |Aug. 6, 20206 Aug 2020

2020 Mid-Year Review

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.

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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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