Active Insights

Ian Cooke Timely Video

Investing for long-term value

In this video, Ian Cooke discusses:

  • What he views as the biggest challenges in 2019
  • His thoughts on the Canadian economy and markets
  • Why he’s overweighting financials and energy


January 2019
Active Insights

Clement Gignac Timely Video

A look back at 2018, and ahead to 2019

In this video, Clément Gignac discusses:

  • What surprised him most in 2018
  • Where he expects to find opportunities in 2019
  • Key risk factors he’ll be closely monitoring

Watch video

January 2019
Active Insights

2019 market outlook

As we transition into 2019, our portfolio managers are anticipating:

  • A favourable environment for value stocks
  • Pockets of opportunity in global fixed income
  • Disruptive themes with attractive return potential


December 2018
Active Insights

Conference Call replay with David Taylor

Conference call replay: David Taylor

In this conference call, recorded December 11, David 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


December 2018
Active Insights

Buying the dips in a maturing cycle

In this video, Peter Prattas discusses:

  • The opportunity presented by recent market volatility
  • Disruptive trends with significant upside potential
  • The increasing attractiveness of Canadian equities


November 2018
Active Insights

Buying the dips in a maturing cycle

Positioning for a strengthening economy

In this video, David Taylor discusses:

  • Why late-cycle economic strength is good news for value stocks
  • His outlook for energy stocks
  • His thoughts on the trade war and recent market volatility

Watch video

December 2018
Active Insights

Finding opportunity in an elevated risk environment

In this video, Agam Sharma discusses:

  • Why he has de-risked IA Clarington Global Multi-Asset Fund
  • Areas of opportunity within global equities and fixed income
  • His thoughts on the slowing global economy

Watch video

November 2018
Active Insights

Clement December Webcast

December Webcast: Clément Gignac

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

View webcast

December 2018
Active Insights

Positioning for value's resurgence

In this video, Pierre Trottier discusses:

  • Why he believes value is poised to outperform
  • Why U.S. equities are still compelling
  • Fund positioning and his use of covered calls


October 2018

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