• Market Insights | iA Clarington | Mar 9, 20179 Mar 2017

    Clément Gignac video commentary

    Optimism in today’s economy
    In this video, Clément Gignac, Portfolio Manager, IAIM, SVP and Chief Economist, iA Financial Group addresses the following:
    • His thoughts on the Canadian and U.S. economies
    • His expectations of the U.S. Federal Reserve for 2017
    • His views on currency
    • What’s on his radar this year and how he’s protecting against downside risk
  • Webcasts | iA Clarington | Feb 23, 201723 Feb 2017

    February Webcast: Clément Gignac

    Gignac-Clement-square[1] Clément Gignac
    Industrial Alliance Investment Management

    Recorded February 15, 2017

    Read summary

  • Market Insights | iA Clarington | Feb 15, 201715 Feb 2017

    Vancity Investment Management video commentary

    An integrated approach to building portfolios
    In this video, IA Clarington Inhance SRI Funds portfolio managers Dermot Foley, Jeffrey Lew and Andrew Simpson answer questions regarding:
    • Opportunities in 2017
    • Responsible Investing themes they’re looking at
    • Views on rising interest rates and how they’re managing this risk
    • Climate change and the associated financial risks
  • Market Insights | iA Clarington | Feb 9, 20179 Feb 2017

    Senior loans and reinvestment risk

    Learn more about how an active approach can help to mitigate reinvestment risk as demand for senior loans increase.

  • Market Insights | iA Clarington | Jan 25, 201725 Jan 2017

    Larry Sarbit video commentary

    An alternative view on U.S. equities
    In this video, Larry answers questions regarding the current environment for U.S. equities and addresses:
    • Why he’s holding a high cash balance
    • His investment philosophy on cash
    • What an equity bond is
    • What a “true believer” is
  • Market Insights | iA Clarington | Jan 5, 20175 Jan 2017

    2017 manager outlook

    Find out what our portfolio managers are saying about the year ahead, including:
    • Where they see opportunities
    • Where they foresee challenges in the markets
    • How they are positioning their funds
    • Their approach for 2017
  • Market Insights | iA Clarington | Jan 4, 20174 Jan 2017

    Ian Cooke video commentary

    Navigating the Canadian small-cap universe
    In this video, Ian Cooke answers questions on investing in Canadian small caps in the current environment, including:
    • Expectations for 2017
    • Are we shifting from a multiples to earnings driven market?
    • The value of active management
    • Top sectors within the Fund
  • Market Insights | iA Clarington | Dec 14, 201614 Dec 2016

    David Taylor video commentary

    Outlook for the North American equity markets
    In this video, David answers questions regarding his current outlook for North American equity markets including:
    • Whether we are moving towards an earnings driven bull market
    • Where we are at in the expansion cycle
    • Will Canadian equities continue to outperform?
    • Will value outperform growth?
  • Market Insights | iA Clarington | Dec 7, 20167 Dec 2016

    Dan Bastasic video commentary

    An outlook for the income investing landscape
    In this video, Dan shares his outlook into the next year and beyond including his views on earnings growth and if there’s still room to grow. He discusses his take on high yield corporate bonds, the direction he predicts they are headed and touches on the U.S. election results and the potential impact to interest rates.
  • Market Insights | iA Clarington | Dec 2, 20162 Dec 2016

    Terry Thib video commentary

    Finding quality opportunities in North American markets
    In this video, Terry answers questions regarding investing in a low-yield, low-growth North American environment, including:
    • Will this bull market continue?
    • The likelihood of a recession on the horizon
    • An outlook for sector performance in the new year
    • The need to buy growing high quality companies
  • Market Insights | iA Clarington | Nov 22, 201622 Nov 2016

    Brad Radin video commentary

    Current views on global equities
    In this video, Brad Radin provides an update on the IA Clarington Global Opportunities Fund discussing a range of topics including:
    • Why he’s underweight in U.S. equities
    • An update on the Financials sector
    • An update on China and Hong Kong
    • Fund valuations
    • Will the bull market continue?
  • Market Insights | iA Clarington | Nov 21, 201621 Nov 2016

    How currency volatility can impact income portfolios

    For investors seeking to draw income, it is critical to manage the risk of loss due to currency exchange rate fluctuations. Learn more…

  • Market Insights | iA Clarington | Nov 14, 201614 Nov 2016

    Jeff Sujitno video commentary

    Navigating a new era of fixed-income investing
    In this video, Jeff answers questions impacting fixed income in this “lower for longer” market, including:
    • The reality of fixed-income investing today
    • Capital appreciation and senior loans
    • Where we are at in the credit cycle
    • What the future looks like for investors
  • Market Insights | iA Clarington | Nov 9, 20169 Nov 2016

    Portfolio manager perspectives on the U.S. election results

    In the wake of Donald Trump winning the U.S. election, our portfolio managers provide their views on the impact this may have on the economy and financial markets while outlining how their portfolios were positioned in advance of the vote.

  • Market Insights | iA Clarington | Nov 7, 20167 Nov 2016

    Why managing credit risk matters

    As investors reach for yield in this low-rate environment, they may be exposing themselves to credit risk which could damage their portfolios.  Read this article on why credit risk needs to be actively managed.   

  • Quarterly Commentaries | iA Clarington | Nov 3, 20163 Nov 2016

    Quarterly Commentary Q3 2016

    Read more about iA Clarington's Q3 Quarterly Commentaries. 
  • Monthly Commentaries | iA Clarington
  • Webcasts | iA Clarington | Oct 27, 201627 Oct 2016

    October Webcast: Clément Gignac

    Gignac-Clement-square[1] Clément Gignac
    Industrial Alliance Investment Management

    Recorded October 19, 2016

    Read summary

  • Market Insights | iA Clarington | Oct 25, 201625 Oct 2016

    The impact of rising rates

    Market Insights: October 24, 2016 • iA Clarington Investments

    Read this article on the impact of rising rates and why traditional fixed income may be more vulnerable than in the past.
  • Monthly Commentaries | iA Clarington
  • Market Insights | iA Clarington | Oct 12, 201612 Oct 2016

    Why inflation matters today

    Market Insights: October 17, 2016 • iA Clarington Investments

    Read this article on why inflation risk has greater consequences than in the past, specifically for investors seeking to generate income.
  • Market Insights | iA Clarington | Oct 12, 201612 Oct 2016

    Active Income Forum Summary

    Market Insights: September 14, 2016 • iA Clarington Investments

    Clément Gignac, M. E. Sc
    Dan Bastasic, 
    BComm (finance), MBA, CFA
    Jeff Sujitno,
    CPA, CIM
    Terry Thib, 
    MESC, MBA, CFA

  • Investor Education | iA Clarington

    How do currency fluctuations affect my investments?

    Whenever you invest in a mutual fund, you run the risk that the value of your investment could decrease. If you own a mutual fund that invests outside of Canada, there is an additional risk: The value of the currency used to buy or sell the investments may change. This is called currency risk.
  • Webcasts | iA Clarington | Sep 28, 201628 Sep 2016

    September Webcast: Clément Gignac

    Gignac-Clement-square[1] Clément Gignac
    Industrial Alliance Investment Management

    Recorded September 21, 2016

    Read summary

  • Webcasts | iA Clarington | Sep 7, 20167 Sep 2016

    August Webcast: Clément Gignac

    Gignac-Clement-square[1] Clément Gignac
    Industrial Alliance Investment Management

    Recorded August 24, 2016

    Read summary

  • Market Insights | iA Clarington | Aug 9, 20169 Aug 2016

    Mid-year review

    Market Insights: August 9, 2016 • iA Clarington Investments

    Our portfolio managers revisit their 2016 outlook. See how they positioned their portfolios to take advantage of the opportunities and mitigate the risks that they identified and how the performance of their funds has been impacted.

  • Quarterly Commentaries | iA Clarington | Jul 25, 201625 Jul 2016

    Quarterly Commentary Q2 2016

    Read more about iA Clarington's Q2 Quarterly Commentaries. 
  • Market Insights | iA Clarington | Jul 11, 201611 Jul 2016

    Senior loans: The upside of mean reversion

    Market Insights: July 11, 2016 • iA Clarington Investments

    Jeff Sujitno, CPA, CIM
    Vice-President and Portfolio Manager
    IA Clarington Investments Inc.

  • Webcasts | iA Clarington | Jun 28, 201628 Jun 2016

    June Webcast: Brexit Perspectives

    UK-flag (1)Dan Bastasic
    IA Clarington Investments Inc.

    Jeff Sujitno
    IA Clarington Investments Inc.

    Clément Gignac
    Industrial Alliance Investment Management Inc.

    June 28, 2016

    Read summary

  • Market Insights | iA Clarington | Jun 24, 201624 Jun 2016

    BREXIT Perspectives

    Market Insights: June 24, 2016 • iA Clarington Investments

    iA Clarington portfolio managers provide their perspective on the investment implications of the U.K.’s decision on EU membership.
  • Webcasts | iA Clarington | Jun 14, 201614 Jun 2016

    June Webcast: David Taylor

    David-Taylor-square David Taylor
    Taylor Asset Management Inc.

    June 14, 2016

    Read summary

  • Webcasts | iA Clarington | Jun 13, 201613 Jun 2016

    June Webcast: Dan Bastasic

    Dan-Bastasic-squareDan Bastasic
    IA Clarington Investments Inc.

    June 13, 2016

    Read summary

  • Investor Education | iA Clarington

    Management Expense Ratios explained

    The Management Expense Ratio, or MER, is a fee charged on mutual funds for the costs associated with running the fund. It’s not a new fee. In fact, the MER has applied to mutual funds since they were introduced in the 1980s. Recent changes in mutual fund regulations, designed to ensure that investors are clear on the fees they are being charged have brought the MER into focus. The MER now appears on all mutual fund statements, so investors can see what they’re paying.
  • Investor Education | iA Clarington

    Mutual fund investing: Understanding the costs

    Mutual funds are a popular investment option in helping Canadians achieve their financial goals. They are professionally managed, diversified investments that can provide ready access to your money. For many investors, mutual funds represent good value as they can be a cost effective way to run a portfolio.
  • Webcasts | iA Clarington | Jun 9, 20169 Jun 2016

    June Webcast: Joe Jugovic

    Joe-Jugovic-square Joe Jugovic
    QV Investors Inc.

    June 9, 2016

    Read summary

  • Webcasts | iA Clarington | Jun 7, 20167 Jun 2016

    June Webcast: Larry Sarbit

    Larry-Sarbit-square Larry Sarbit
    Sarbit Advisory Services Inc.

    June 7, 2016

    Read summary

  • Quarterly Commentaries | iA Clarington | May 18, 201618 May 2016

    Quarterly Commentary Q1 2016

    Read more about iA Clarington's Q1 Quarterly Commentaries. 
  • Market Insights | iA Clarington | Mar 16, 201616 Mar 2016

    Risk: The hidden “cost” of investing. Why actively managing volatility matters in retirement

    Market Insights: March 16, 2016 • iA Clarington Investments

    Eric Frape
    Senior Vice-President, Product and Investments
    IA Clarington Investments Inc.

  • Market Insights | iA Clarington | Feb 24, 201624 Feb 2016

    High-yield corporate bonds: A mispriced opportunity under most scenarios

    Market Insights: February 24, 2016 • iA Clarington Investments

    Dan Bastasic, MBA, CFA
    Senior Vice-President and Portfolio Manager
    IA Clarington Investments Inc.

  • Webcasts | iA Clarington | Feb 18, 201618 Feb 2016

    February: The outlook for traditional and non-traditional fixed income

    Jeff-Sujitno-square Jeff Sujitno
    IA Clarington Investments Inc.

     

    February 18, 2016 

    Read transcript

  • Webcasts | iA Clarington | Feb 17, 201617 Feb 2016

    February: High-conviction U.S. dividend investing

    Pierre-Trottier-square Pierre Trottier
    Industrial Alliance Investment Management Inc.

    February 17, 2016

  • Webcasts | iA Clarington | Feb 10, 201610 Feb 2016

    February: Global contrarian investing

    Brad-Radin-square Brad Radin
    Radin Capital Partners Inc.

    February 10, 2016

    Read transcript

  • Webcasts | iA Clarington | Feb 9, 20169 Feb 2016

    February: Economic overview and IA Clarington Yield Opportunities Fund

    Gignac-Clement-square Clément Gignac
    Industrial Alliance Investment Management Inc.

    February 9, 2016

    Read transcript

  • Webcasts | iA Clarington | Jan 21, 201621 Jan 2016

    January: A contrarian perspective on North America

    David-Taylor-square David Taylor
    Taylor Asset Management Inc.

    January 21, 2016

    Read transcript

  • Webcasts | iA Clarington | Jan 20, 201620 Jan 2016

    January: Small- and mid-cap value opportunities

    Terry-Thib-square[1] Terry Thib
    IA Clarington Investments Inc.

    January 20, 2016

    Read transcript

  • Webcasts | iA Clarington | Jan 19, 201619 Jan 2016

    January: Opportunities across the yield spectrum

    Dan-Bastasic-square[1] Dan Bastasic
    IA Clarington Investments Inc.

    January 19, 2016

    Read transcript

  • Market Insights | iA Clarington | Dec 9, 20159 Dec 2015

    Rising rates don’t signal the market’s demise, but positioning will be important

    Market Insights: December 9, 2015 • iA Clarington Investments

    Terry Thib, MESc, MBA, CFA
    Vice-President and Portfolio Manager
    IA Clarington Investments Inc. 

  • Market Insights | iA Clarington | Nov 18, 201518 Nov 2015

    Senior loans: Low interest rate sensitivity contributes to “all weather” fixed-income portfolios

    Market Insights: November 18, 2015 • iA Clarington Investments

    Jeff Sujitno, CPA, CIM
    Vice-President and Portfolio Manager
    IA Clarington Investments Inc.

  • Investor Education | iA Clarington

    Tax-Free Savings Account

    Like the RRSP, the TFSA is a registered account developed to help Canadians save. While TFSAs can be used to save for and during retirement, the rules are different, making TFSAs useful for short-term savings goals such as family vacations, and for longer-term goals such as purchasing a new car or home renovations.
  • Investor Education | iA Clarington

    Growth vs. value

    Making use of different investment styles can help your portfolio.

    Professional investment managers have different styles and approaches. Two of the best known are
    Growth. The portfolio manager looks for companies that are growing rapidly – in their earnings,
    sales and/or return on investment.
    Value. This style focuses on bargains: stocks that have strong potential but are not appreciated
    by the market. As a result, they have low prices that don’t reflect their true value.
  • Investor Education | iA Clarington

    What are mutual funds and why would you want to invest in them?

    A mutual fund is a way of pooling your investment money with a large group of other investors. As a group, you get advantages and cost savings that might not be available to you as an individual investor.
  • Investor Education | iA Clarington

    Understanding risk

    A crucial factor in successful investing is understanding risk and how much of it you can afford to take.

    All investments involve a certain degree of risk. Whether you’re buying a government bond or shares in a start-up company, you are lending money. In some cases it’s very unlikely you won’t be paid back, but you also won’t get much return for the risk you’re taking. If you’re willing to take more risk, you’ll be offered a better potential return. 

  • Investor Education | iA Clarington

    The bulls outweigh the bears

    No one enjoys a bear market – usually defined as a market decline of 20% or more over two months.

    But looking back through the history of both the Canadian and U.S. stock markets, it’s clear that on average, bull markets – an increase of 50% or more in the value of the stock market – last longer and more than make up for the losses during the bear markets.

    That’s yet another argument for taking the long-term view and staying invested – even when the bear is abroad.

    Your advisor can explain to you how your portfolio would likely be affected by a bear market and what strategies are in place to avoid the worst effects. 

  • Investor Education | iA Clarington

    The advantage of investing early

    Starting young can be one of the best ways to build your wealth.

    How much you save is important, but when you start can also have a big effect. The sooner you invest – even if it’s only a small amount – the more time your money has to reap the benefits of compounding. Put simply, not only will the money you originally saved have the opportunity to earn returns, those returns can also, potentially, earn returns.

    And lest you be discouraged, remember that no matter what age you are, “starting now” will always be earlier than “starting later.” 

  • Investor Education | iA Clarington

    Finding the right advisor

    Choosing a financial advisor can be one of the most important decisions you’ll ever make. So it’s worth taking the time to find the person who’s right for you.

    WHAT DO YOU NEED FROM YOUR ADVISOR?

    In order to choose the right kind of advisor, you should start by understanding what it is you’re looking for. Do you want someone to help you set goals and create a financial plan? Or are you just interested in investment advice? How involved do you want to be in making decisions? What are the financial issues that keep you awake at night? 

  • Investor Education | iA Clarington

    Emotional investing

    What is it and how can it help you?

    When something more powerful is threatening us, thousands of years of experience tell us to get out as fast as possible. That’s a useful reaction when dealing with bears, avalanches and hurricanes, but not so helpful when it comes to investing.