Active Insights
Market insights
Introducing the IA Clarington Multi-Strategy Alternative Pool
Portfolio manager Alex Bellefleur discusses the role alternative investments can play in a well-constructed portfolio.
De-risk or Re-Risk? Active Strategies for 2025
Watch the replay or read the summary of our recent webcast to learn how our portfolio managers are positioning their funds in today’s volatile and uncertain environment. Please note the video replay is for advisors only, while the accompanying summaries are available for investor use.
- Equity Income & High Yield in 2025
Dan Bastasic, iA Global Asset Management
Summary - Why Now: The Case for Multi-Strategy Alternatives
Tej Rai & Alex Bellefleur, iA Global Asset Management
Summary - Finding Alpha in Global Equities
Eileen Riley, Loomis, Sayles & Company
Summary - Opportunity & Risk in Global Fixed Income
Dan Janis, Agile Investment Management
Summary
Decoding Trump 2.0: Investment Implications of the America First Trade Agenda
Opportunities in Global Dividend Stocks
Dan Rohinton explains where he is seeing the most attractive opportunities in the artificial intelligence value chain and what he looks for in a global dividend stock.
2025 Market Outlook
Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead.
Update on the IA Clarington Agile Global Total Return Income Fund
Dan Janis discusses the U.S. election, fund positioning, Federal Reserve policy, currencies and more.