Bonds with a longer maturity were the clear winners, especially in Canada and Global equity markets saw a positive trend in November, driven by declining inflation rates in the US and other key regions.
iAGAM
Recent Posts
December 11, 2023
Topic: Portfolio Managers
All five Canadian banks reported their Q4 results, which felt like groundhog day, a rollercoaster of a week for the creators of Chat GPT and why the last decade for Oil, despite some spikes, have been constructive for the consumer.
December 6, 2023
Topic: Economic news
Whether the U.S. economy enters a recession in the next few months remains an important, if not crucial, anchor for any investment strategy. Pleasantly surprised by the resilience of the U.S. economy, this edition highlights a few reasons that underlie the recent “American exceptionalism”.
November 29, 2023
Topic: Portfolio Managers
In the spotlight this month: the effects of home country bias, Canadian Tire's earnings report, and inflation, the "tax" from higher prices.
November 14, 2023
Topic: Portfolio Managers
David Caron, Jean-Pierre D’Agnillo and Jason Parker present an insightful paper in which they examine several asset classes that offer additional yield potential over sovereign bonds.
