iA CONNECTED

"This month, we use backward thinking as a mental model to answer a simple yet crucial question: How convinced are we that Canada or the United States will see a recession in the coming 2 years?”

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

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