
Jeff joined the iA Clarington investment management team as Portfolio Manager and Vice President, Investments, in 2013. Jeff specializes in fixed income and corporate credit, with a focus on corporate bonds, senior secured floating rate loans and high yield bonds.
Prior to joining iA Clarington, Jeff was lead portfolio manager for the fixed income and credit mandates of a boutique Canadian investment firm, where he created the firm’s senior loan business. In the past, Jeff was responsible for institutional funds, investing in mezzanine loans and private equity on behalf of some of Canada’s largest pension plans.
Jeff has more than 15 years of investment experience. He is a Chartered Investment Manager and Chartered Professional Accountant. He also holds an HBA from Ivey Business School, Western University.
Read Jeff's monthly commentaries.
Jeff's philosophy
Jeff is recognized for his experience and skilled analysis of credit risk. His goal is to build high-conviction portfolios that capture attractive income streams while minimizing risk and exposure to economic and market conditions. Jeff's approach involves identifying companies with a long history of generating sustainable and predictable cash flows and assessing not only price and yield, but also the strength of credit agreements and structure.
VideosVidéos
-
Tailwinds for the high-yield bond marketTailwinds for the high-yield bond market
Synchronized global economic growth and healthy fundamental conditions make high-yield corporate bonds...
Read summaryLire le sommaire -
Equities have room to runEquities have room to run
It wasn’t so long ago that investors feared the U.S. equity market was overheated and out of gas...
Read summaryLire le sommaire -
Be selective as the cycle maturesBe selective as the cycle matures
In this video, Terry Thib explains why success in a maturing cycle requires...
Read summaryLire le sommaire -
Sticking to the disciplineSticking to the discipline
It’s never easy to go against the crowd, but that’s exactly what Larry Sarbit does...
Read summaryLire le sommaire -
Disruption yields opportunityDisruption yields opportunity
Companies have been sitting on piles of cash for years, but they’ve been reluctant to use it...
Read summaryLire le sommaire -
Room to run for the equity marketsRoom to run for the equity markets
Synchronized global economic growth is likely to continue through 2019...
Read summaryLire le sommaire -
Overcoming headwinds in fixed incomeOvercoming headwinds in fixed income
With interest rates rising in Canada and the U.S., investors may no longer...
Read summaryLire le sommaire -
Diversifying fixed income across regions and asset classesDiversifying fixed income across regions and asset classes
In today’s challenging income environment, investors should consider...
Read summaryLire le sommaire -
Fixed-income diversification and yield enhancementFixed-income diversification and yield enhancement
Emerging market debt has become an attractive asset class for investors seeking meaningful...
Read summaryLire le sommaire -
Moving beyond boundaries in global fixed incomeMoving beyond boundaries in global fixed income
Traditional sources of yield are not providing the income streams many investors need...
Read summaryLire le sommaire -
Exploring global trends and opportunitiesExploring global trends and opportunities
What are the global super trends that will drive capital markets in the coming years?...
-
Perspectives on today’s economyPerspectives on today’s economy
In this video, iA Financial Group Chief Economist Clément Gignac offers perspective...
Read summaryLire le sommaire -
Optimistic on the marketsOptimistic on the markets
In this video, Andrew Simpson and Jeffrey Lew explain why their rigorous, integrated process...
Read summaryLire le sommaire -
Focusing on security-specific risk, not market riskFocusing on security-specific risk, not market risk
Index investors will likely find little to get excited about in the current fixed-income...
Read summaryLire le sommaire -
Perspectives on the North American equity marketsPerspectives on the North American equity markets
Canada’s equity market has recently been one of the worst performing in the world...
Read summaryLire le sommaire -
A case for cautious optimismA case for cautious optimism
Synchronized global economic growth and strong corporate fundamentals bode well...
Read summaryLire le sommaire -
Proceed with caution on the U.S. stock marketProceed with caution on the U.S. stock market
For Larry Sarbit, market history is full of lessons for those willing to learn them...
Read summaryLire le sommaire -
Finding opportunities in expensive marketsFinding opportunities in expensive markets
With major equity markets reaching all-time highs, investors are looking for answers...
Read summaryLire le sommaire -
Finding value in the small- and mid-cap spaceFinding value in the small- and mid-cap space
iA Clarington portfolio manager Terry Thib discusses his positive outlook for the global economy...
Read summaryLire le sommaire -
Optimism in the U.S. marketOptimism in the U.S. market
Pierre Trottier discusses why he believes the bull market in the U.S. will continue...
Read summaryLire le sommaire -
Optimism in today’s economyOptimism in today’s economy
In this video, Clément Gignac shares his thoughts on the Canadian and U.S. economies and his expectations on U.S. Federal Reserve decisions for 2017…
Read summaryLire le sommaire -
An integrated approach to building portfolios An integrated approach to building portfolios
In this video, the IA Clarington Inhance SRI Funds portfolio managers Andrew Simpson, Dermot Foley and Jeffrey Lew answer questions regarding opportunities for 2017...
-
An alternative view on U.S. equitiesAn alternative view on U.S. equities
In this video, Larry Sarbit answers questions regarding the current environment for U.S. equities, including why he’s holding a high cash balance, his investment philosophy on cash…
Read summaryLire le sommaire -
Navigating the Canadian small-cap universeNavigating the Canadian small-cap universe
In this video, Ian Cooke answers questions on investing in Canadian small caps including, his expectations for 2017, whether...
Read summaryLire le sommaire -
Outlook for the North American equity marketsOutlook for the North American equity markets
In this video, David Taylor answers questions regarding his current outlook for North American equity markets including…
Read summaryLire le sommaire -
An outlook for the income investing landscapeAn outlook for the income investing landscape
In this video, Dan shares his outlook on the economy, corporate earnings and interest rates....
Read summaryLire le sommaire -
Finding quality opportunities in North American marketsFinding quality opportunities in North American markets
In this video, Terry Thib answers questions regarding investing in a low-yield, low-growth North American environment including...
Read summaryLire le sommaire -
Current views on global equitiesCurrent views on global equities
In this video, Brad Radin provides an update on the IA Clarington Global Opportunities Fund and discusses a range of topics...
Read summaryLire le sommaire -
Navigating a new era of fixed-income investingNavigating a new era of fixed-income investing
In this video, Jeff Sujitno answers top-of-mind questions impacting fixed-income investing in this “lower for longer” market.
Read summaryLire le sommaire
Active InsightsPoints de vue actifs
-
Market Insights - Dec 19, 201719 Dec 2017
-
Market Insights - Aug 9, 20179 Aug 2017
-
Market Insights - Jun 22, 201722 Jun 2017
-
Market Insights - Feb 9, 20179 Feb 2017
-
Market Insights - Jan 5, 20175 Jan 2017
In the news
Apollo tries to see just how much loan investors will bend
Bloomberg News, December 9, 2016