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
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
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
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
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
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
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
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
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
Market indices
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As of . Quotes delayed at least 20 minutes
1 The 10-year Government of Canada bond benchmark data is the property of CanDeal.ca Inc. (www.candeal.com).
Market indices provided by Fundata Canada Inc.
© Fundata Canada Inc. All rights reserved. www.fundata.com.
Fund spotlight
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