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"It is important to note that, despite being conservative regarding our cyclical exposure, we are working to find exposure to secular themes that will continue to perform well in a recession.” — Marc Gagnon & Maxime Houde, iAGAM

“The secular tailwinds, such as AI, automation and the energy transition, could mitigate the impact of an economic downtown for certain areas of the economy.” — Maxime Houde, iAGAM

“We think bond yields are near the high end of their present range and therefore have maintained a duration that is longer than that of our benchmark.” — Alexandre Morin, iAGAM

“Even though we acknowledge the economy’s ongoing strength, we continue to tilt defensively, focusing on companies that should perform well in times of economic weakness.” — Donny Moss, iAGAM

In both Canada and the United States, the consumer discretionary sector led the way, benefiting funds that were overweight in this sector. Most major fixed-income indices also managed to end the period in positive territory.

"We have to acknowledge the obvious: so far 2023 hasn’t been a year for macro investing.”

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

Dan Bastasic provides an update on his suite of Strategic Funds, while also sharing his thoughts on the strength of the economy, inflation, interest rates, and more.