iA CONNECTED

Effective immediately, iA Global Asset Management announces that the Global True Conviction Fund is now managed by Marc Gagnon, for the Canadian sleeve and Dan Rohinton, for the U.S. and international sleeves.

Relatively speaking, we think structural growth stocks will be favoured in the coming low-to-negative GDP growth environment.” — Marc Gagnon & Maxime Houde, iAGAM

“We’re turning a bit more cautious on energy, because the stocks have outperformed the commodity significantly since last fall, and earnings are set to decline significantly from year-ago levels, which could dampen sentiment.” — Donny Moss, iAGAM

“At the same time, we’re prepared to take advantage of any volatility associated with the current U.S. debt ceiling battle.” — Alexandre Morin, iAGAM

“We think large language models, such as ChatGPT, are this tech cycle’s ‘iPhone moment’ and will have major repercussions across the technology ecosystem and the economy.” — Maxime Houde, iAGAM

It was a positive month for fixed income, thanks to the Canadian and global markets. Canadian large-cap equities rebounded and international equities, especially in Europe, kept their momentum from recent months.

"We think a thorough understanding of credit cycle dynamics will enable us to form expectations of what lies ahead and, most important, to make informed investment decisions.”

— Sébastien Mc Mahon, Adil Mahroug & Tuyen Tran, iAGAM