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Discover the latest publication by Dan Rohinton, Portfolio Manager at iAGAM.

The uncertainty surrounding unstable U.S. trade policies weakened growth prospects in the U.S., while in Canada, the materials sector notably outperformed all other stock market sectors.

The end of U.S. exceptionalism may herald a new era when global equities outperform under the impetus of fiscal stimulus and favourable interest rate differentials.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

In February, the policy uncertainty around the new U.S. administration resulted in divergent performance between bond and stock markets, emphasizing the importance of diversification within a multi-asset portfolio.

Few policy decisions have the far-reaching consequences of trade policy.

President Trump’s return to the White House resulted in increased market fluctuations. In January, a combination of Trump’s expansionarypolicies and lower-than-expected U.S. inflation data in December sent mixed signals to the bond markets. Despite these challenges, the bond markets still achieved mostly positive results.

Donald Trump’s return to the U.S. presidency has reignited concerns about protectionism and its implications for global trade.

Strong performance in the fourth quarter, find out why.

In 2024, central banks in developed markets initiated the process of normalizing their
monetary policy. However, expectations of rate cuts were revised downwards in the final
quarter of the year, due to the resilient economic growth and persistent inflation.