As we move into the second half of 2023, our portfolio managers take a look back at their forecasts in January and reflect on the major developments of the first two quarters.
August 1, 2023
Topic: Portfolio Managers
For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.
July 25, 2023
Topic: Portfolio Managers
"It is important to note that, despite being conservative regarding our cyclical exposure, we are working to find exposure to secular themes that will continue to perform well in a recession.” — Marc Gagnon & Maxime Houde, iAGAM
July 6, 2023
Topic: Portfolio Managers
Dan Bastasic provides an update on his suite of Strategic Funds, while also sharing his thoughts on the strength of the economy, inflation, interest rates, and more.
July 4, 2023
Topic: Portfolio Managers
Discover the first edition of the 5-minute FINcast Vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.
April 6, 2023
Topic: Portfolio Managers
Loomis Sayles has put together a new series of short videos featuring their Global Allocation team, the manager of the Global Diversified (Loomis Sayles) Fund.
