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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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Rate cuts are coming: What it means for your bond portfolio

May 6, 2024

Topics: Savings, Economic news

Inflation and monetary policy have been two of the hottest topics in the past couple of years, putting smiles on the faces of savers and causing some concern for borrowers.

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iAGAM Investment Funds | 2024 first quarter review

April 25, 2024

Topic: Portfolio Managers

Strong start to the year, find out why.

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Dan Rohinton's Blog | Economy, technologies and the unfolding chocolate saga

April 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 | Trading around Trump 2.0

April 4, 2024

Topic: Economic news

In this month's article, discover why is the next U.S. election so important.

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Monthly Macro & Strategy | Winter is leaving, rate cuts are coming

March 7, 2024

Topic: Economic news

Our reading of the Bank of Canada’s (BoC) latest communications is that the governing council is preparing a breath of fresh air for the suffocating Canadian economy.

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Monthly Macro & Strategy | Investing ‘round the clock

February 15, 2024

Topic: Economic news

It’s been about two years since global central banks embarked on one of the swiftest monetary tightening cycles in modern history, aiming to tame inflation by holding back economic growth.

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iAGAM Investment Funds | Fourth quarter 2023 review

January 31, 2024

Topic: Portfolio Managers

All you need to know.

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