iAGAM
Recent Posts
August 17, 2023
Topic: Economic news
"Whether the global economy hits a soft patch in the coming quarters will depend largely on the health of the U.S. labour market. Gain a thorough understanding of this integral component of the U.S. economy.”
— Sébastien Mc Mahon, Adil Mahroug & Tuyen Tran, iAGAM
August 17, 2023
Topic: Portfolio Managers
Interested in knowing how funds perform and understanding their strategies in response to market movements? You'll find the answer in these 2-minute reads providing iAGAM's manager comments, now grouped in a single news item!
August 7, 2023
Topics: Economic news, Portfolio Managers
Most Canadian sectors showed positive returns for the month of July. In the U.S., all 11 sectors showed gains, with the Energy sector standing out as a top performer.
July 25, 2023
Topic: Portfolio Managers
"It is important to note that, despite being conservative regarding our cyclical exposure, we are working to find exposure to secular themes that will continue to perform well in a recession.” — Marc Gagnon & Maxime Houde, iAGAM
July 25, 2023
Topic: Portfolio Managers
“The secular tailwinds, such as AI, automation and the energy transition, could mitigate the impact of an economic downtown for certain areas of the economy.” — Maxime Houde, iAGAM
