Active Insights

Tune in every Friday for insight and perspective on the macro and market landscape with senior economist and portfolio manager Sébastien Mc Mahon.

What does the Liberal government’s budget mean for Canadian equity and fixed income investors? Find out in our latest Active Insights report featuring portfolio managers from Agile Investment Management, QV Investors and iA Global Asset Management. 

Are we in an AI bubble? Portfolio manager Aziz Hamzaogullari offers his take and explains how he is capitalizing on opportunities arising from China’s shift to a consumer-oriented economy. Please note this video is for advisor use only and requires Advisor Hub login.

Dan Janis discusses his outlook for global fixed income and explains how he’s positioning the IA Clarington Agile Global Total Return Income Fund to capture the opportunities he’s seeing in the market.

Dan Janis discusses duration positioning, opportunities in developed and emerging markets, and his outlook for the economy and rates in Canada. 

Get insight on the outlook for the reminder of the year and learn how our portfolio managers are positioning their funds for the challenges and opportunities that lie ahead. 

Portfolio manager Jonathan Birtwell explains why U.S. exceptionalism is running out of steam and why Europe and Asia are poised to be the main beneficiaries. 

Portfolio manager Noelle Corum discusses:

• Why the Agile team is cautiously embracing credit risk
• Why the team is overweight value in both the Core Plus and Global Total Return Income mandates
• Why Canada, Europe and Asia are attractive areas of opportunity