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Recent Posts

Red Monday: Decoding the August 5 global sell-off

August 8, 2024

Topic: Economic news

What happened? Why did it happen?

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Monthly Macro & Strategy | A dramatic turn of events

August 5, 2024

Topic: Economic news

To say that the U.S. election landscape saw a seismic shift in July would be an understatement.

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Dan Rohinton's Blog | Global Software Outage and rate cut

August 1, 2024

Topic: Portfolio Managers

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

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iAGAM Investment Funds | 2024 second quarter review

July 23, 2024

Topic: Portfolio Managers

Strong performance in the second quarter, find out why.

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Monthly Macro & Strategy | Under Pressure: Canada’s Rate Cuts and Economic Revival

July 10, 2024

Topic: Economic news

The Bank of Canada became on June 5 the first G7 central bank to start its post-COVID rate cuts, in a move that was widely anticipated.

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Dan Rohinton's Blog | "Meme stock" and demography

July 5, 2024

Topic: Portfolio Managers

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

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Monthly Macro & Strategy | The equity rally broadens out

June 5, 2024

Topic: Economic news

We’re approaching the mid-point of 2024, and the markets have been kind to equity investors so far. Find out what our experts take on the situation.

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Dan Rohinton's Blog | Canadian economy and market concentration

June 3, 2024

Topic: Portfolio Managers

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

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Dan Rohinton's Blog | Geology, artificial intelligence and volatility

May 14, 2024

Topic: Portfolio Managers

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

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Monthly Macro & Strategy | Separate ways

May 8, 2024

Topic: Economic news

To say that global monetary policies have been coordinated since 2020 is an understatement. Looking toward the remainder of the year, we see that this coordinated behaviour is about to end.

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