• Webcasts |Clément Gignac |Mar 21, 201921 Mar 2019

    March Webcast: Clément Gignac

    Clément Gignac
    Industrial Alliance Investment Management 

    In this webcast, Clément Gignac discusses:
    • His thoughts on the Federal budget slowdown
    • Why the U.S. economic cycle still has room to run
    • Why he likes Canadian and emerging market equities

    Recorded March 20, 2019

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  • Webcasts |Clément Gignac |Feb 28, 201928 Feb 2019

    February Webcast: Clément Gignac

    Clément Gignac
    Industrial Alliance Investment Management

    In this webcast, Clément Gignac discusses:
    • Key drivers of the global economic slowdown
    • Monetary policy outlook for the U.S. and Canada
    • Where he's investing in 2019

     

    Recorded February 27, 2019

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  • Webcasts |Clément Gignac |Jan 23, 201923 Jan 2019

    January Webcast: Clément Gignac

    Clément Gignac
    Industrial Alliance Investment Management

    In this webcast, Clément Gignac discusses:
    • The outlook for federal Reserve rate hikes
    • Potential for U.S. dollar weakness and likely beneficiaries
    • Why emerging markets become attractive

     

    Recorded January 21, 2019

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  • 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

    Call details
  • 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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