Active Insights

Portfolio manager Steven Kim discusses fund positioning, the case for equities versus cash, and more.

Portfolio manager Marc Sheard discusses technology stock valuations, clean energy stock performance, earnings growth for fund holdings, and recent ESG engagement activity.

Jeff Sujitno, Portfolio Manager, Wellington Square, discusses his outlook for fixed income and provides an update on performance and positioning of the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.

Portfolio manager Dan Rohinton discusses the outlook for global dividend stocks and provides an update on the positioning of the IA Clarington Global Dividend Fund.

Portfolio manager Dan Bastasic provides an update on his macro and market outlook and discusses performance and positioning for the IA Clarington Strategic Funds.

CE Credit

Portfolio manager Tej Rai explains why he’s seeing more opportunity in Canadian and EAFE stocks versus the U.S. market, how central bank policy is influencing his duration positioning, and why he’s favouring high-quality investment grade credit.

Portfolio manager Mathew Hermary provides an update on performance and positioning for the IA Clarington Global Equity Fund and takes questions on a wide range of topics, including:

• Characteristics of the fund’s holdings that position them for success in an inflationary environment
• How the fund is participating in the AI revolution
• QV’s approach to the energy transition

CE Credit

Wellington Square portfolio managers Andrew Khazzam and Jeff Sujitno provide an update on the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.