In the spotlight this month: the effects of home country bias, Canadian Tire's earnings report, and inflation, the "tax" from higher prices.
iAGAM
Recent Posts
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.
November 9, 2023
Topics: Economic news, Portfolio Managers
While fixed income and equities saw a notable decline due to negative market sentiment, in the U.S., the rise in the S&P 500 index was primarily fuelled by the Information Technology sector, comprising 28% of the index.
November 8, 2023
Topic: Portfolio Managers
3rd part of 3
This last segment sheds light on the risk mitigating benefits of pairing a high-quality dividend growth strategy with an equity growth mandate.
November 2, 2023
Topic: Economic news
This edition of our monthly publication takes you on a journey through the inflationary episodes of the 1940s, the 1970s, and the present day, offering insights into how exogenous shocks, goods and services inflation, and wage dynamics have evolved within the U.S. economy.