The Canadian market is resilient as US equity valuations reach historically low levels. Find out why.
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iAIM
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North American Equity | Rising oil prices, COVID-19 impacts in China and recession concerns in the U.S.
Jun 30, 2022 3:12:38 PM / by iAIM category Portfolio Managers
Bond Fund | Inflation, not markets, remains central bank focus
Jun 29, 2022 8:00:00 AM / by iAIM category Portfolio Managers
The market is already pricing the upcoming monetary tightening. A rather neutral duration seems appropriate. Find out why.
Dividend funds | Inflation continues to fuel stock market volatility
Jun 29, 2022 8:00:00 AM / by iAIM category Portfolio Managers
The current environment creates opportunities for dividend mandates. Several stocks are already pricing the worst. Find out how.
Thematic Innovation Fund | Looking for the thematic winners of this decade
Jun 23, 2022 9:37:05 AM / by iAIM category Portfolio Managers
Inflation concerns is shifting to recession fears. The strategy is to look for the thematic winners of this decade, not the previous one.
North American Equity Fund | Commentary by JP Chevalier & Marc Gagnon
May 25, 2022 4:57:58 PM / by iAIM category Portfolio Managers
Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as of April 30, 2022.
Bond Fund | Commentary by Alexandre Morin
May 19, 2022 1:24:11 PM / by iAIM category Portfolio Managers
Monthly commentary by Alexandre Morin, CFA, Principal Portfolio Manager for iAIM, as at April 30, 2022.
Commentary by J-P Chevalier | The potential of digital advertizing & connected TV
May 17, 2022 8:04:47 AM / by iAIM category Portfolio Managers
Monthly commentary by Jean-Pierre Chevalier, Senior Director, Portfolio Manager, U.S. Equities and Thematic Investing for iAIM, as at April 30, 2022.
Commentary by Donny Moss | Opportunities despite inflation and supply chain issues
May 17, 2022 8:02:38 AM / by iAIM category Portfolio Managers
Monthly commentary by Donny Moss, Senior Director, Portfolio Manager, North American Equities for iAIM, as at April 30, 2022.
Quarterly commentary (Q1-2022) by Alexandre Morin
May 5, 2022 2:12:18 PM / by iAIM category Portfolio Managers
Quarterly commentary by Alexandre Morin, CFA, Principal Portfolio Manager for iAIM, as at March 31, 2022.
Quarterly commentary (Q1-2022) by JP Chevalier & Marc Gagnon
Apr 26, 2022 4:18:35 PM / by iAIM category Portfolio Managers
Quarterly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as at March 31, 2022.
