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Uncertainty in U.S. trade policies led to significant market volatility, impacting bonds, equities, and currencies. Tariff announcements significantly shook investor confidence, heightening recession risks and leading to mixed results in bond markets.

April 2, 2025, may well go down as one of the most iconic turning points in the postwar global economic order. For the first time in modern history, the world’s largest economy is actively withdrawing from the global trading system it helped build and has led for more than seven decades.

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

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.

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

Strong performance in the fourth quarter, find out why.

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.

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

Strong performance in the third quarter, find out why.