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.

Dan Rohinton discusses performance and positioning on the 1-year anniversary of the fund and explains why his approach to dividend investing is unique. Recorded February 15.

Mathew Hermary discusses performance of the IA Clarington Global Equity Fund and explains how the fund is participating in the AI theme.

Adam Mushaweh discusses recent performance of the IA Clarington Loomis U.S. All Cap Growth Fund and explains how it has been driven by the team’s investment approach.  

Steven Kim discusses performance highlights, two standout holdings, fund positioning, and his outlook for the Canadian equity market. Recorded February 1.

Portfolio manager Dan Rohinton discusses opportunities in AI and portfolio positioning for the IA Clarington Global Dividend Fund.

Dan Bastasic provides an update on his outlook for the economy and explains where he’s finding attractive opportunities in the equity and fixed-income markets. Recorded January 16.

Portfolio manager Jeff Sujitno explains where he’s seeing opportunities and why he believes investors would benefit from considering less conventional ways of investing in fixed income.