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2022 Market Outlook: our portfolio managers' forecasts

January 27, 2022

Find out what the markets have in store in 2022 based on the views of several portfolio managers in the iA segregated fund lineup: iA Investment Management, iA Clarington, Loomis Sayles, QV Investors, Vancity and Wellington Square.

2022 Market Outlook

 

Written at the end of the past year, our 2022 Market Outlook brings clarity to the path forward and illustrates that active management will be crucial for seizing opportunities and managing risk in the year ahead.

 

In turn, each manager gives their individual outlook commentaries and answers the following questions:

 — Where are the opportunities?
 — What are the challenges?
 — How are you positioning the funds?
 — Why is this the right approach for 2022?

 

It is a fascinating time for the global economy. Persistent inflation, central bank policies, supply chain disruptions and new variants of COVID-19, among other factors, present investors with a complex and highly fluid environment.

Happy reading!

 

 OUR FEATURED EXPERTS

 iA Clarington Investments Inc.
 Dan Bastasic

 iA Investment Management Inc.
 Jean-Pierre Chevalier
 Sébastien Mc Mahon and Tej Rai
 Alexandre Morin
 Donny Moss

 Loomis, Sayles & Company, L.P.
 Matthew J. Eagan, Brian P. Kennedy and Elaine M. Stokes
 Matthew J. Eagan, Eileen N. Riley, David W. Rolley and Lee M. Rosenbaum

 QV Investors Inc.
 Ian Cooke, Mathew Hermary and Joe Jugovic

 Vancity Investment Management Ltd.
 Jeffrey Adams, Wes Dearborn, Kelly Hirsch, Jeffrey Lew and Marc Sheard

 Wellington Square
 Amar Dhanoya, Jeff Sujitno, Andrew Khazzam and Tracy Zhao

 

Topic : Portfolio Managers

Written by iA

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