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Market Index Heat Map | Investor sentiment strengthens and market recovers

June 9, 2025

Topics: Economic news, Portfolio Managers

In May, investor confidence boosted markets, particularly US equities and high-yield bonds. However, rising rates and the appreciation of the Canadian dollar dampened some returns.

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Monthly Macro & Strategy | Pour some sugar on me

June 6, 2025

Topic: Economic news

In May, markets rebounded thanks to a perceived de-escalation of trade tensions, particularly after the surprise suspension of certain tariff measures. Despite an uncertain climate, investors reacted positively to a “less bad” scenario, despite the contradictions in the Republican economic program.

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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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