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Market Index Heat Map | Volatile Second Quarter Driven by Geopolitical and Trade Policy Uncertainty

July 10, 2025

Topics: Economic news, Portfolio Managers

In June, despite heightened volatility, investor concerns ultimately proved overstated, as key economic indicators remained resilient. In this context, most major asset classes posted positive returns for the quarter.

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Monthly Macro & Strategy | Hail to the king

July 7, 2025

Topic: Economic news

To truly understand the structure of the global financial and economic system, it helps to adopt a monetary lens. And when we do, we find that the U.S. dollar’s role as the global reserve currency explains many things.

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iAGAM Investment Funds | 2025 first quarter review

April 23, 2025

Topic: Portfolio Managers

Discover the winning strategies of the first quarter and how they navigated through market turbulence.

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Dan Rohinton | Beyond "Liberation Day"

April 9, 2025

Topics: Economic news, Portfolio Managers

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

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Dan Rohinton | Technological, economic, and geopolitical transformation

March 27, 2025

Topic: Portfolio Managers

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

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iAGAM Investment Funds | 2024 fourth quarter review

January 24, 2025

Topic: Portfolio Managers

Strong performance in the fourth quarter, find out why.

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Reflections on the U.S. election outcome

November 13, 2024

Topic: Economic news

The November 5 U.S. election results delivered surprises, particularly in the extent of the Republican sweep. Learn more about the economic impacts of Trump's fiscal policies and the implications for investment asset classes.

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Dan Rohinton | Technology and media

November 7, 2024

Topic: Portfolio Managers

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

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iAGAM Investment Funds | 2024 third quarter review

October 24, 2024

Topic: Portfolio Managers

Strong performance in the third quarter, find out why.

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Dan Rohinton | Demographic evolution, technological revolutions, and energy efficiency

October 3, 2024

Topic: Portfolio Managers

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

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