Active Insights

Finding value in overlooked areas of the market

Strong performance across most asset classes this year has many investors concerned about what the markets have in store for 2020. In this video, portfolio manager Peter Prattas puts these concerns into context and shows how the path ahead is filled with opportunity in areas of the market that have largely been overlooked. He also explains how he approaches the question of growth versus value, and discusses how he’s helping investors gain exposure to emerging trends.

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Positioning for a rotation into cyclicals

The continued strength of the developed market consumer, combined with an environment flush with liquidity, creates a solid backdrop for attractive return potential in select pockets of the equity and fixed-income markets. In this video, portfolio manager Sunny Ng identifies the areas where he’s finding opportunity, and explains why cyclical stocks in particular offer excellent prospects for strong performance.

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The outlook for North American equities and high-yield bonds

North American equities and high-yield bonds have had a great run, and it’s likely not over yet. In this video, portfolio manager Dan Bastasic explains why he believes the positive trend line for both asset classes is likely to continue for some time. He also discusses what he thinks has to happen for value to bounce back, and why the recent yield curve inversion—widely viewed as a harbinger of recession—may also be a signal of strong potential for market outperformance.

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An update on IA Clarington Core Plus Bond Fund & IA Clarington Floating Rate Income Fund

Viewing time: 8:00

Portfolio manager Jeff Sujitno provides an update on how he’s positioning his mandates and explains his strategies for mitigating risk.

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Navigating uncertainty with quality, responsible investments

Viewing time: 6:15

In this video, portfolio manager Andrew Simpson explains how his focus on high-quality global companies with strong ESG credentials has helped him consistently outperform the peer group average over all standard periods. He also highlights two of his favourite stock picks and offers his assessment of the Canadian equity market.

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A balanced approach to credit risk and duration

Viewing time: 6:13

Fixed income has been printing outsized returns so far this year, but with the collapse of sovereign yields, longer-term return expectations should be more modest for investors seeking a smooth ride from their bond portfolios. In this video, portfolio manager Jeff Sujitno breaks down the current state of the markets and explains how he’s balancing credit risk and duration. He also walks us through the reasons why some investors are seeing attractive opportunities in negative-yielding bonds, and discusses his overall view of the direction of central bank activity in the U.S. and Canada.

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Opportunity in economy-sensitive global equities

Viewing time: 7:09

Trade tensions, economic growth concerns and market volatility have challenged global equity investors throughout 2019. In this video, portfolio manager Mathew Hermary provides an update on IA Clarington Global Equity Fund and explains why he believes some of the best long-term value opportunities can be found in economy-sensitive areas of the market. He also discusses his outlook for earnings and how the Fund has been positioned to benefit from the digital revolution.

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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? 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. 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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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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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. 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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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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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.

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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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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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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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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