Active Insights

Global equity opportunities for long-term investors

Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations. In this video, he discusses some recent stock picks and explains why his stringent selection criteria result in a portfolio with exceptional potential for long-term wealth creation.

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Opportunity and risk in the North American equity and high-yield markets

While a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear poised to deliver very respectable returns in 2020. In this video, portfolio manager Dan Bastasic offers perspective and insight on Canadian dividend-paying equities, stock valuations south of the border, high-yield spreads and expected returns, and central bank policy.

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Opportunities for alpha across the globe

After a very strong year for the U.S. equity market, many investors are looking elsewhere for opportunities to outperform in 2020. In this video, portfolio manager Clément Gignac explains why he believes emerging markets, the Eurozone and Canada could offer some of the year’s most attractive returns. He also discusses the fixed-income landscape, his monetary policy outlook and the recent enhancements to the iA Wealth Managed Portfolios.

 

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Opportunities in the North American Equity Market

After a very strong 2019, many investors are wondering how long of a runway North American equity markets have for continued positive returns. In this video, portfolio manager Donny Moss lays out his expectations for 2020 and identifies the sectors he’s favouring and avoiding. He also discusses why he recently took a position in a stock he previously avoided, and offers his thoughts on the Canadian energy sector.

 

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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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