iAGAM
Recent Posts
January 11, 2024
Topic: Economic news
The markets have been keeping a close watch on central banks across the globe, monitoring their policy decisions and reacting accordingly. Looking forward to 2024, we think the tried-and-tested Taylor rule — a useful tool for an understanding of the drivers of monetary policy — could offer hints on the dynamics that lie ahead in monetary policy land.
December 14, 2023
Topics: Economic news, Portfolio Managers
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.
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”.
