• Conference calls |David Taylor |Dec 17, 201817 Dec 2018

    Conference call replay with David Taylor, Taylor Asset Management Inc.

    In this conference call, David Taylor, Chief Investment Officer and Portfolio Manager, Taylor Asset Management, discussed:

    • Why he thinks concerns about near-term recession miss the mark
    • Why he believes 2019 could be a banner year
    • Some of his favourite stock picks

    Recorded December 11, 2018

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  • Webcasts |Clément Gignac |Dec 14, 201814 Dec 2018

    December Webcast: Clément Gignac

    Clément Gignac
    Industrial Alliance Investment Management

    In this webcast, Clément Gignac takes a look back at 2018 and presents his outlook for the year ahead. Key themes include:
    • Why global growth is likely to remain strong
    • Why emerging markets are becoming increasingly attractive
    • Geopolitical and other risk factors he's closely monitoring

     

    Recorded December 12, 2018

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  • Webcasts |Clément Gignac |Nov 21, 201821 Nov 2018

    November Webcast: Clément Gignac

    Clément Gignac
    Industrial Alliance Investment Management

    In this webcast, Clément covers a variety of topics, including:
    • Recent market volatility and the outlook for equities
    • Monetary policy in the U.S. and Canada
    • Fund positioning and four key risk factors he’s closely monitoring

    Recorded November 19, 2018

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  • Webcasts |Clément Gignac |Oct 18, 201818 Oct 2018

    October Webcast: Clément Gignac

    Clément Gignac
    Industrial Alliance Investment Management

    In this webcast, Clément covers a wide range of topics, including:
    • The global economy and markets
    • Causes of the recent market correction
    • Uncertainty caused by the Fed’s new communications approach
    • Strategies he’s using in the Funds to reduce volatility

    Recorded October 16, 2018

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  • Conference calls |David Rolley |Oct 3, 20183 Oct 2018

    Conference call replay with David Rolley, Loomis, Sayles & Company

    In this conference call, David Rolley, Vice-President and Portfolio Manager, Loomis, Sayles & Company, L.P. discussed:

    • Why he’s overweight North American oil names
    • Key risk factors he’s monitoring and how he’s positioning to mitigate them
    • His thoughts on NAFTA 2.0

    Recorded October 2, 2018

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  • Conference calls |Joe Jugovic |Sep 28, 201828 Sep 2018

    Conference Call with Joe Jugovic, QV Investors Inc.

    In this conference call, Joe Jugovic, President & CEO, QV Investors, discussed:

    • The global equity landscape
    • Stock selection highlights from IA Clarington Global Equity Fund
    • How the Fund can take advantage of trade tensions

    Recorded September 27, 2018

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  • Conference calls |Jeff Sujitno |Sep 27, 201827 Sep 2018

    Conference Call with Jeff Sujitno, iA Clarington Investments

    In this conference call, Jeff Sujitno, Senior Vice-President, Investments at iA Clarington, discussed:

    • Why he’s constructive on credit, but cautious as we enter the later stages of the credit cycle
    • Why he took a pass on the senior loan funding Blackstone’s highly publicized Refinitiv deal
    • Updates on IA Clarington Floating Rate Income Fund & IA Clarington Core Plus Bond Fund

    Recorded September 26, 2018

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  • Conference calls |Steven Oh |Sep 21, 201821 Sep 2018

    Conference call replay with Steven Oh, PineBridge Investments LLC

    In this conference call, Steven Oh, Co-Lead Portfolio Manager for IA Clarington Global Bond Fund, discussed:

    • Why he currently favours senior loans to high-yield bonds on a risk-adjusted basis
    • Why he likes the long-term fundamental picture for broad segments of emerging market debt
    • Why investors need a flexible, dynamic approach to fixed income in today’s challenging environment

    Recorded September 20, 2018

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