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Perspectives on the North American equity markets
Canada’s equity market has recently been one of the worst performing in the world...
August 2017
Perspectives on the North American equity markets
Canada’s equity market has recently been one of the worst performing in the world. But where many investors see a reason to run for the exits, David Taylor sees potential for significant upside. In this video, David explains why Canada’s market has underperformed and why his funds are significantly overweight Canadian equities. He also discusses the recent Bank of Canada rate increase, why value is poised to outperform growth, and how his contrarian approach led him to see an opportunity in Home Capital Group.
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- What is driving the underperformance of Canadian equities? (Duration 1:48)
- Will value outperform growth? (Duration 0:43)
- Is the Bank of Canada raising rates too quickly? (Duration 0:41)
- How did your process uncover the Home Capital Opportunity? (Duration 1:06)
- How are the IA Clarington Focus Funds positioned for success? (Duration 0:53)
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A case for cautious optimism
Synchronized global economic growth and strong corporate fundamentals bode well...
July 2017
A case for cautious optimism
Synchronized global economic growth and strong corporate fundamentals bode well for high-yield corporate bonds over the long term. But a less positive technical picture could translate into a short-term correction. In this video, Dan Bastasic explains how he’s positioned and provides an update on his outlook for oil and inflation.
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- What is your outlook for high yield given current spread levels? (Duration 1:27)
- What is your outlook for the price of oil? (Duration 1:16)
- What is your outlook for inflation? (Duration 0:53)
- What is your outlook for the U.S. economy and how is that reflected in your portfolios? (Duration 2:04)
- Can you provide insight as to why you have elevated cash levels despite your bullish outlook on the economy? (Duration 1:46)
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Proceed with caution on the U.S. stock market
For Larry Sarbit, market history is full of lessons for those willing to learn them...
June 2017
Proceed with caution on the U.S. stock market
For Larry Sarbit, market history is full of lessons for those willing to learn them, and the lesson of extreme valuations is a simple one: be very careful. In this video, he explains what he’s currently seeing in the markets and what it takes for a business to make it into his funds. He also offers his thoughts on ETFs and provides an update on two of his favourite holdings.
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Finding opportunities in expensive markets
With major equity markets reaching all-time highs, investors are looking for answers...
June 2017
Finding opportunities in expensive markets
With major equity markets reaching all-time highs, investors are looking for answers on where they can turn for attractive opportunities. In this video, Brad Radin discusses why he believes global small and mid caps offer potential to generate attractive returns over the next five years. He also explains why the IA Clarington Global Opportunities Fund can be an excellent complement to investors’ core global equity allocations.
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Finding value in the small- and mid-cap space
iA Clarington portfolio manager Terry Thib discusses his positive outlook for the global economy...
May 2017
Finding value in the small- and mid-cap space
In this video, iA Clarington portfolio manager Terry Thib discusses his positive outlook for the global economy and why synchronized growth across key regions will likely support the equity markets. He also explains why the IA Clarington Growth & Income Fund was created and how its combination of small/mid-cap equities, alternative fixed income and option writing can complement investors’ core holdings.
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Optimism in the U.S. market
Pierre Trottier discusses why he believes the bull market in the U.S. will continue...
May 2017
Optimism in the U.S. market
Pierre Trottier discusses why he believes the bull market in the U.S. will continue and identifies sectors and companies that are likely to benefit from the current economic and interest rate environments. He also explains why he believes value will outperform growth.
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- Is the U.S. equity market overvalued? (Duration 1:09)
- Will value outperform growth? (Duration 0:51)
- What are some current investment themes in the Fund? (Duration 1:20)
- In what market environment would you use covered calls? (Duration 0:22)
- Should corrections be bought rather than sold? (Duration 0:23)
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Optimism in today’s economy
Clément Gignac shares his thoughts on the Canadian and U.S. economies and his expectations on U.S. Federal Reserve decisions for 2017…
March 2017
Optimism in today’s economy
Clément Gignac shares his thoughts on the Canadian and U.S. economies and his expectations on U.S. Federal Reserve decisions for 2017. He also discusses his views on currency, how he’s protecting against downside risk and what’s on his radar in the year ahead.
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- What is your view on the U.S. and Canadian economies? (Duration 1:02)
- What are you expecting to see from the U.S. Federal Reserve in 2017? (Duration 1:00)
- What are your thoughts on currency? (Duration 1:01)
- Are Canadian or U.S. equities more attractive right now? (Duration 1:07)
- What is on your radar for 2017? (Duration 0:45)
- How are you protecting against downside risk? (Duration 1:29)
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An integrated approach to building portfolios
The IA Clarington Inhance SRI Funds portfolio managers Andrew Simpson, Dermot Foley and Jeffrey Lew answer questions regarding opportunities for 2017...
February 2017
An integrated approach to building portfolios
The IA Clarington Inhance SRI Funds portfolio managers Andrew Simpson, Dermot Foley and Jeffrey Lew answer questions regarding opportunities for 2017, including Responsible Investing themes they are looking at, views on rising interest rates and how they are managing risk and the financial risks associated with climate change.
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- Where do you see opportunities in 2017? (Duration 0:48)
- What themes are you looking at in 2017? (Duration 0:56)
- Will interest rates continue to rise? (Duration 0:40)
- How are you managing interest rate risk in the Funds? (Duration 1:02)
- Is climate change a financial risk? (Duration 0:48)
- How does managing ESG risks contribute to the success of the portfolio? (Duration 1:15)
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An alternative view on U.S. equities
Larry Sarbit answers questions regarding the current environment for U.S. equities, including why he’s holding a high cash balance, his investment philosophy on cash…
February 2017
An alternative view on U.S. equities
Larry Sarbit answers questions regarding the current environment for U.S. equities, including why he’s holding a high cash balance, his investment philosophy on cash, what is an equity bond and, lastly, what Larry calls a “true believer”.
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- Why are you holding over 50% cash in the IA Clarington Sarbit U.S. Equity Fund? (Duration 0:54)
- What’s your philosophy on cash? (Duration 2:26)
- What is an example of an “equity bond” in the Fund? (Duration 1:35)
- In your view, what is a true believer of the Sarbit investment philosophy? (Duration 1:29)
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Navigating the Canadian small-cap universe
Ian Cooke answers questions on investing in Canadian small caps including, his expectations for 2017, whether...
January 2017
Navigating the Canadian small-cap universe
Ian Cooke answers questions on investing in Canadian small caps including, his expectations for 2017, whether we are shifting from a multiples to earnings driven market, the value of active management and top sectors within the IA Clarington Canadian Small Cap Fund.
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- What are your expectations for 2017? (Duration 0:23)
- Will we shift from a multiples driven to an earnings driven bull market?(Duration 0:39)
- Will a rotation take place from high yielding to more cyclical sectors? (Duration 1:05)
- Why do you like energy, financials and industrials?(Duration 0:55)
- Is OPEC’s agreement to cut production a sign of a broader recovery?(Duration 0:41)
- What tools have you used to mitigate risk and protect capital in the Fund?(Duration 0:43)
- What value does active management provide to Canadian small-cap investing?(Duration 0:25)
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Outlook for the North American equity markets
David Taylor answers questions regarding his current outlook for North American equity markets including…
December 2016
Outlook for the North American equity markets
David Taylor answers questions regarding his current outlook for North American equity markets including whether we are moving towards an earnings driven bull market, where we are in the expansion cycle, Canadian equity performance and whether value will outperform growth.
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- Are we moving towards an earnings driven bull market? (Duration 0:42)
- Where are we in the expansion cycle? (Duration 1:21)
- What are your thoughts on bonds and “bond proxies”? (Duration 1:06)
- Will Canadian equities likely continue to outperform? (Duration 1:20)
- Do you believe value will outperform growth? (Duration 0:46)
- Are there similarities now to previous market environments? (Duration 0:46)
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An outlook for the income investing landscape
Dan Bastasic shares his outlook into the next year and beyond including his views on earnings growth and if there’s still...
December 2016
An outlook for the income investing landscape
Dan Bastasic shares his outlook into the next year and beyond including his views on earnings growth and if there’s still room to grow. He discusses his take on high yield corporate bonds, the direction he predicts they are headed and touches on the U.S. election results and the potential impact to interest rates.
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- Can you highlight your outlook for the next 12-18 months? (Duration 1:40)
- Will we see a shift from a market driven by multiple expansion to one that is driven by earnings? (Duration 1:13)
- What is your outlook for the high yield corporate bond asset class? (Duration 1:35)
- How will the results of the U.S. election impact the Federal Reserve’s decision on interest rates? (Duration 1:06)
- What protection measures have you taken in your portfolios? (Duration 1:50)
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Finding quality opportunities in North American markets
Terry Thib answers questions regarding investing in a low-yield, low-growth North American environment including...
November 2016
Finding quality opportunities in North American markets
Terry Thib answers questions regarding investing in a low-yield, low-growth North American environment including, whether the bull market will continue, his views on sector performance in 2017 and his outlook for the new year.
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Current views on global equities
Brad Radin provides an update on the IA Clarington Global Opportunities Fund and discusses a range of topics...
November 2016
Current views on global equities
Brad Radin provides an update on the IA Clarington Global Opportunities Fund and discusses a range of topics including his thoughts on the U.S., China & Hong Kong, the Financials sector and whether the bull market will continue.
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- Why are you underweight U.S. equities? (Duration 0:46)
- Update on the Financials sector (Duration 0:37)
- Update on China and Hong Kong (Duration 0:56)
- Tell us about a recent addition to the fund (Duration 1:39)
- What are the fund valuations? (Duration 0:55)
- Will the bull market continue? (Duration 0:52)
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Navigating a new era of fixed-income investing
Jeff Sujitno answers top-of-mind questions impacting fixed-income investing in this “lower for longer” market.
November 2016
Navigating a new era of fixed-income investing
Jeff Sujitno answers top-of-mind questions impacting fixed-income investing in this “lower for longer” market.
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