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Investing in all-cap U.S. equity opportunities
In an environment where many quality companies are trading at elevated valuations, where should investors look for value stocks with attractive long-term potential?
July 2019
Investing in all-cap U.S. equity opportunities
In an environment where many quality companies are trading at elevated valuations, where should investors look for value stocks with attractive long-term potential? In this video, portfolio manager Joe Jugovic explains why he believes some of the best opportunities are to be found in economy-sensitive sectors, including financials and industrials. He also discusses the trade war, U.S. Federal Reserve policy and how they may impact U.S. equities in the months ahead.
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Dividend growth opportunities in the U.S. and Canada
It’s one thing to pay a strong dividend, but quite another to maintain and grow it over time. In this video, portfolio manager Donny Moss explains why he focuses on identifying high-quality businesses with attractive potential for consistent, long-term dividend growth.
July 2019
Dividend growth opportunities in the U.S. and Canada
It’s one thing to pay a strong dividend, but quite another to maintain and grow it over time. In this video, portfolio manager Donny Moss explains why he focuses on identifying high-quality businesses with attractive potential for consistent, long-term dividend growth. He also discusses some of the changes he’s making to IA Clarington U.S. Dividend Growth Fund, and explains his view on the Canadian financials and energy sectors.
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- What changes will you be making to IA Clarington U.S. Dividend Growth Fund? (Duration 0:38)
- Which sectors in the U.S. do you currently favour? (Duration 0:49)
- What are your thoughts on valuations for the bond proxies?(Duration 0:48)
- What do you look for in a dividend stock? (Duration 1:02)
- Are there any changes expected with you assuming lead management on the two Canadian dividend mandates? (Duration 0:22)
- What is your view on Canadian financials? (Duration 0:37)
- What about the energy sector? (Duration 0:53)
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Finding alpha in quality, growth and value
Small- and mid-cap (SMID) stocks have historically offered superior alpha opportunities, but risk-conscious investing in this space requires an active, highly selective approach focused on quality, growing companies trading at attractive valuations.
June 2019
Finding alpha in quality, growth and value
Small- and mid-cap (SMID) stocks have historically offered superior alpha opportunities, but risk-conscious investing in this space requires an active, highly selective approach focused on quality, growing companies trading at attractive valuations. In this video, portfolio manager Peter Prattas discusses where he’s finding opportunities in the SMID space, and how his unique approach gives investors differentiated exposure to emerging growth themes.
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- What are your plans for IA Clarington Focused Canadian Equity Class? (Duration 2:00)
- How do you differentiate between the Funds you co-manage with Michael Formuziewich? (Duration 1:34)
- What are some emerging industries you are currently investing in? (Duration 1:49)
- What is your view on the e-commerce space? (Duration 0:52)
- What is your view on the current market environment? (Duration 1:03)
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An outcome-focused approach to global growth
The outlook for global growth is improving, and one sign of this trend is the uptick in business investment.
May 2019
An outcome-focused approach to global growth
The outlook for global growth is improving, and one sign of this trend is the uptick in business investment. In this video, portfolio manager Agam Sharma identifies the types of companies that stand to benefit from these capital expenditures and how IA Clarington Global Multi-Asset Fund is positioned to participate in this earnings growth opportunity. He also identifies attractive areas within emerging market equities and some of the less-travelled areas within fixed income that offer potential for strong risk-adjusted income streams.
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Uncovering alpha opportunities in a rapidly changing world
The accelerated pace of technology-driven change is creating both opportunities and risks for global equity and fixed-income investors.
May 2019
Uncovering alpha opportunities in a rapidly changing world
The accelerated pace of technology-driven change is creating both opportunities and risks for global equity and fixed-income investors. In this video, portfolio manager Eileen Riley offers her thoughts on global valuations and explains where she’s finding opportunities for outperformance.
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Finding opportunity in challenging global markets
Global equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market.
May 2019
Finding opportunity in challenging global markets
Global equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market. In this video, he offers his insights on the impact central bank policy is having on global stock markets, factors he expects will influence the earnings outlook, and how his unique approach to value investing can help build wealth over the long term.
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- How are central banks still impacting the market? (Duration 1:15)
- How are low interest rates impacting corporations? (Duration 1:15)
- Are global equity valuations attractive? (Duration 1:05)
- What do you expect for earnings going forward? (Duration 1:20)
- How do you keep pace with a focus on value? (Duration 0:55)
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Opportunities in equities and high-yield bonds
The markets have had a great start to the year, and the conditions for continued positive momentum are beginning to take shape...
March 2019
Opportunities in equities and high-yield bonds
The markets have had a great start to the year, and the conditions for continued positive momentum are beginning to take shape. In this video, Dan Bastasic explains why he expects the U.S. equity market to return 12–14% for 2019, and why the high-yield bond market is likely the best place for fixed-income investors to find yield this year. He also offers his thoughts on the Canadian equity market and discusses his outlook for corporate earnings.
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- What are your thoughts on the market rally in early 2019? (Duration 1:20)
- What are the key takeaways from your strategic outlook? (Duration 0:50)
- What is your outlook for the high-yield bond market? (Duration 1:45)
- Which sectors are you currently favouring? (Duration 0:55)
- What is your view on Canadian equities? (Duration 0:25)
- How would you characterize the most recent earnings season? (Duration 0:50)
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Investing in quality and long-term value
The last month of 2018 was a difficult one for equity investors, but for Joe Jugovic, it was a perfect opportunity to top up his positions in some of his favourite value names.
February 2019
Investing in quality and long-term value
The last month of 2018 was a difficult one for equity investors, but for Joe Jugovic, it was a perfect opportunity to top up his positions in some of his favourite value names. In this video, he identifies key areas of the market he believes are best positioned for attractive returns in the months ahead. He also discusses his outlook for value, identifies key risk factors and explains why he believes IA Clarington Global Equity Fund continues to be an excellent choice for investor portfolios.
Video Chapters
- Were you adding to positions during the market sell-off? (Duration 0:45)
- Why do you continue to favour financials? (Duration 0:40)
- What is your outlook for value? (Duration 0:55)
- What are you keeping an eye on? (Duration 0:55)
- What are some positives? (Duration 1:10)
- Why now for IA Clarington Global Equity Fund? (Duration 0:45)
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Investing for long-term value
Market turbulence and economic headwinds have many investors on edge...
January 2019
Investing for long-term value
Market turbulence and economic headwinds have many investors on edge. But for Ian Cooke, these bumps in the road are a source of opportunity for those playing the long game. In this video, Ian discusses the challenges he believes investors will face in 2019 and identifies areas of the market where he expects to find attractive opportunities for long-term value.
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- What are the biggest challenges in 2019? (Duration 0:35)
- What are your thoughts on the Canadian economy and markets? (Duration 0:55)
- Why has there been so little investor interest in Canadian equities? (Duration 0:40)
- What sectors are you currently favouring in the Fund? (Duration 0:30)
- Were you putting cash to work in a volatile Q4 2018? (Duration 0:25)
- What helps in difficult markets? (Duration 0:30)
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A look back at 2018, and ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility.
January 2019
A look back at 2018, and ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility. In this video, he looks back at why markets had a difficult year, and explains why he believes EAFE and emerging market equities appear poised for a strong 2019. He also identifies key risks he’ll be monitoring, and discusses why he believes a recession is unlikely in the U.S. next year.
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- What surprised you most in 2018? (Duration 0:35)
- Where are the opportunities in 2019? (Duration 1:00)
- What will you be closely monitoring next year? (Duration 0:40)
- What do you believe are the key drivers of recent market volatility? (Duration 0:30)
- What do you believe needs to happen for the business cycle to continue? (Duration 0:55)
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Buying the dips in a maturing cycle
Many investors are concerned about recent market volatility, but not so for portfolio manager Peter Prattas.
November 2018
Buying the dips in a maturing cycle
Many investors are concerned about recent market volatility, but not so for portfolio manager Peter Prattas. In this video, Prattas explains why he views the equity market sell-off as an opportunity to generate enhanced long-term value. He also discusses areas of the market he’s favouring and avoiding as the cycle matures; disruptive themes with potential for outsized risk-adjusted returns; the increased relative attractiveness of the Canadian equity market; and the key pillars of his investment process.
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- Are you concerned about the recent volatility? (Duration 1:00)
- Is the global economic recovery at risk? (Duration 0:30)
- Where do you believe we are in the economic cycle? (Duration 0:30)
- Are you continuing to invest in companies that are part of disruptive trends? (Duration 1:40)
- With the trade deal completed, do you believe Canada has become more attractive? (Duration 0:45)
- Can you describe your investment process? (Duration 0:30)
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Finding opportunity in an elevated risk environment
Market volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities....
November 2018
Finding opportunity in an elevated risk environment
Market volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities. That makes an active, highly selective approach more important than ever. In this video, portfolio manager Agam Sharma discusses where he’s finding attractive opportunities across the asset class spectrum and explains how he has positioned IA Clarington Global Multi-Asset Fund for an investment environment marked by higher levels of risk.
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- Has recent volatility changed your perspective? (Duration 1:15)
- Why does PineBridge believe this is a medium-risk bull market? (Duration 1:00)
- What are you currently favouring within equities? (Duration 0:45)
- What are you currently favouring within fixed income? (Duration 1:30)
- What are your thoughts on the slowing of the global economy? (Duration 0:50)
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Capturing alpha opportunities across the market cycle
In this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund...
October 2018
Capturing alpha opportunities across the market cycle
In this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund, identifies some of the top contributors to year-to-date returns, and highlights a recent addition to the Fund. She also explains how the Fund aims to benefit from simmering trade tensions, the steps she is taking to position the equity portion of the portfolio for potential new regulations on the U.S. technology sector, and the investment implications of the strong and rising U.S. dollar.
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- What has been driving returns this year for the equity component of the Fund? (Duration 0:30)
- Has the equity component of the Fund been impacted by trade war fears? (Duration 0:35)
- Will the upcoming GICS changes affect the equity component of the Fund? (Duration 0:25)
- Are you concerned about calls for new regulations on tech companies? (Duration 0:35)
- Can you highlight a new addition to the Fund? (Duration 0:25)
- What has been driving returns this year for the fixed-income component of the Fund? (Duration 0:25)
- How has the rising U.S. dollar affected the Fund? (Duration 0:40)
- Why now for IA Clarington Global Allocation Fund? (Duration 0:45)
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Challenges and opportunities in fixed income
Rising interest rates and widening spreads have been major headwinds for many fixed-income funds recently...
August 2018
Challenges and opportunities in fixed income
Rising interest rates and widening spreads have been major headwinds for many fixed-income funds recently, but Jeff Sujitno is still optimistic about the prospects for the credit markets, and in particular for senior loans and a wide range of investment grade securities. In this video, Jeff explains the rationale for his positive outlook and covers a number of topics that are top of mind for credit investors, including the economy, interest rates, default rates, and senior loan repricing activity.
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- What are some current challenges within fixed income? (Duration 0:30)
- How concerned are you about widening spreads? (Duration 1:10)
- What are your thoughts on GICs? (Duration 0:35)
- Can you provide an update on the senior loans market? (Duration 1:15)
- How are you positioning the Funds? (Duration 0:55)
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Flexible options for a mid-cycle environment
Many industry analysts suggest we’re in the later stages of the current market cycle...
July 2018
Flexible options for a mid-cycle environment
Many industry analysts suggest we’re in the later stages of the current market cycle, but Michael Kelly of PineBridge Investments believes we’re actually in a mid-cycle environment. In this video, Michael explains some of the key reasons why he’s taken this view, and discusses some of the income-generating asset classes he believes are poised to benefit from current conditions. He also discusses his interest rate and macro outlook, and explains why PineBridge uses a nine- to 18-month time horizon when making asset allocation decisions.
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- At the half-year mark, what is the most positive story? (Duration 0:30)
- Why is the global output gap a key indicator? (Duration 0:55)
- What is your view on interest rates? (Duration 0:55)
- What areas of fixed income do you currently favour? (Duration 0:40)
- What's detracted from recent performance? (Duration 1:10)
- Why does PineBridge take an intermediate-term view in asset allocation? (Duration 0:45)
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Unearthing value opportunities across the globe
Being a disciplined value investor requires an ability to break from the crowd and invest amid widespread pessimism...
July 2018
Unearthing value opportunities across the globe
Being a disciplined value investor requires an ability to break from the crowd and invest amid widespread pessimism. In this video, Brad Radin begins by explaining why Brexit-related fears have led many investors to ignore what he believes are attractive opportunities in the U.K. He then discusses why he’s overweight China and Hong Kong, and shares some recent stock picks in his top-two sectors: consumer discretionary and industrials. Brad concludes with a discussion of the long-term advantage value investing has had over growth, and shares some key valuation metrics for IA Clarington Global Opportunities Fund.
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- What is your view on European stocks? (Duration 0:35)
- What is your view on China and Hong Kong? (Duration 0:25)
- In which sectors are you finding opportunities? (Duration 0:30)
- What's a stock you like in the consumer discretionary sector? (Duration 0:35)
- Whats a stock you like in the industrials sector? (Duration 0:40)
- Can you comment on the challenge for value investors? (Duration 0:50)
- What are the valuations of the Fund's holdings? (Duration 0:25)