China's Take on Trump Trade War
Is China’s growth slowdown just a more sustainable level? This update from the World Economic Forum in Davos looks at China’s global role and its view on the US trade tensions.
Finding Opportunity in an Elevated Risk Environment
Market volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities. That makes an active, highly selective approach more important than ever. In this video, portfolio manager Agam Sharma discusses where he’s finding attractive opportunities across the asset class spectrum and explains how he has positioned IA Clarington Global Multi-Asset Fund for an investment environment marked by higher levels of risk.
Capturing Alpha Opportunities Across the Market Cycle
In this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund, identifies some of the top contributors to year-to-date returns, and highlights a recent addition to the Fund. She also explains how the Fund aims to benefit from simmering trade tensions, the steps she is taking to position the equity portion of the portfolio for potential new regulations on the U.S. technology sector, and the investment implications of the strong and rising U.S. dollar.