IPC Private Wealth Manager Insights

In the last quarter, markets have changed as frequently as the weather. Wayne shares the top reasons shaping investor sentiment, equity valuations, and what we’re watching closely.

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how recent volatility shaped the sentiment and security of investors, and why a cautiously optimistic mindset is needed for 2019.

At our Toronto Due Diligence conference in January, we asked three of our Investment specialists to share their outlook for 2019. In this four-minute video, managers from Sionna Investment Managers, Lincluden Investment Management, and Mount Lucas Management give us insight into what we might expect in 2019, with a conclusion from Wayne Gillespie, Portfolio Manager, Director, and Senior Portfolio Strategist for IPC Private Wealth.

Our Director of Product Management, Paul Davidson, explains the rationale behind the introduction of our new Multi-Strategy Alternatives Mandate, while George Fox and Corrado Russo, managers of the hedge fund and global real estate components, discuss how their mandates fit into the new offering.

Boris Kovtunenko from Acadian Asset Management and James Lampard from Lincluden Investment Management share their perspectives on the market, while Wayne Gillespie, Director and Senior Portfolio Strategist weighs in and highlights the value of portfolio construction.

Sometimes quantitative modeling can feel like a black box. Tim provides some clarity by sharing an example of when a trend-following model recognized a potential downturn ahead of the herd. He also highlights how this approach can complement a portfolio and help mitigate risk. Mount Lucas Management is responsible for managing the North American Sector Rotation and Global Trend Strategy mandates.

This quarter, Kim shares what worked well following a recovery in the Energy sector. She also discusses e-commerce hype and how unique consumer experiences are revealing pockets of value within the retail sector. Sionna is responsible for managing the North American Value equities mandate.