One of the rare portfolio managers with deep expertise in both equities and fixed income, Dan Bastasic offers long-term investors a carefully calibrated blend of alpha potential and risk mitigation with the aim of delivering exceptional risk-adjusted performance across the entire market cycle. His balanced mandate, the IA Clarington Strategic Income Fund, has delivered 1st-quartile performance in the Canadian Neutral Balanced category for the 3- and 10-year periods ending January 31, 2024, and since inception.

In this session, Dan offers his assessment of the macroeconomic landscape and identifies the areas of the equity and fixed-income markets where he’s finding the most attractive opportunities to add value to clients’ portfolios. Dan will also explain why he thinks cash instruments are much less appealing today than they might have been a year ago, and why they will continue to lose ground to an actively managed portfolio of equities and bonds.