Weekly Macro & Market Update
Tune in every Friday for insight and perspective on the macro and market landscape with senior economist and portfolio manager Sébastien Mc Mahon.
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Tune in every Friday for insight and perspective on the macro and market landscape with senior economist and portfolio manager Sébastien Mc Mahon.
Mathew Hermary discusses performance of the IA Clarington Global Equity Fund and explains how the fund is participating in the AI theme.
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.