iAGAM
Recent Posts
June 20, 2023
Topic: Portfolio Managers
Since the start of Q2, Marc Gagnon's Canadian Equity Growth Fund has outperformed its peers. Find out why.
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June 19, 2023
Topic: Portfolio Managers
"As if the risk of continued high inflation, a potential recession in late 2023 and the U.S regional bank crisis were not enough, another risk came to the fore, namely the U.S debt ceiling.” — Marc Gagnon & Maxime Houde, iAGAM
June 19, 2023
Topic: Portfolio Managers
“In late May, NVIDIA briefly entered the trillion-dollar market capitalization club, joining esteemed peers such as Apple, Meta, Amazon and Microsoft.” — Maxime Houde, iAGAM
June 19, 2023
Topic: Portfolio Managers
“The economic downturn is slow to materialize, but we think it could arrive in late 2023, when it may become appropriate to add more risk to the portfolio.” — Donny Moss, iAGAM
June 19, 2023
Topic: Portfolio Managers
“We are maintaining our overweight in quality credits, although we are closely monitoring the onset of any recession-related widening.” — Alexandre Morin, iAGAM
June 7, 2023
Topics: Economic news, Portfolio Managers
In both Canada and the US, the information technology sector was the best performer in May, driven in part by significant investor optimism towards advances in artificial intelligence technology.
