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Monthly Macro and Strategy | Well, how quickly things change

April 4, 2023

Topic: Economic news

"Things quickly took a turn toward financial stability risks in March, leaving central banks in a tough spot.”

— Sébastien Mc Mahon and Adil Mahroug, iAIM

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Yields bounce back from historic lows

March 27, 2023

Topic: Portfolio Managers

"Higher yields are bringing investors back to fixed income." — Jason Parker, Vice-President, Fixed Income, iAIM

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Dividend funds | Uncertainty remains

March 23, 2023

Topic: Portfolio Managers

“Many companies continue to see wage and inflation pressures that are hurting results and causing margins to drop from record high levels.” — Donny Moss, iAIM

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Bond | Markets reassess their views of central bank positioning

March 23, 2023

Topic: Portfolio Managers

“Because long-term bonds look more appealing than they did earlier this year, we are using the backup in yields to slowly build a longer-duration position for our portfolios.” — Alexandre Morin, iAIM

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Thematic Innovation | Equity markets recede during the month

March 23, 2023

Topic: Portfolio Managers

“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — Maxime Houde, iAIM

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North American Equity | Dramatic rate repricing in February

March 23, 2023

Topic: Portfolio Managers

“With US monetary policy already in restrictive territory, the portfolio will maintain a defensive tilt until we see a clear signal that the Fed is pivoting.” — Marc Gagnon & Maxime Houde, iAIM

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Silicon Valley Bank collapse | Ready to talk about it with your clients?

March 16, 2023

Topics: Economic news, Portfolio Managers

The causes and fallout of the Silicon Valley Bank collapse have been in the news for the past few days. To learn more and provide answers to your clients who are concerned about the effects the situation could have on their investments, read this article.

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Strategic Income Fund | Defensively positioned for uncertain markets

March 8, 2023

Topic: Portfolio Managers

"A defensive positioning that focuses on companies with high free cash flow and stable businesses will serve clients well, particularly during the first half of 2023." — Dan Bastasic

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Monthly Macro and Strategy | The case for more rate hikes

March 2, 2023

Topic: Economic news

"February brought a few surprises that have prompted us to review some of our convictions for 2023.”

— Sébastien Mc Mahon and Adil Mahroug, iAIM

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Strategic Corporate Bond | A rally in fixed income following a challenging 2022

February 28, 2023

Topic: Portfolio Managers

"After turning the page on what was a very challenging 2022, January saw a very strong rally across fixed income markets as many of the dynamics we had been expecting for quite some time started to take hold as reality in investors’ minds." — Dan Bastasic

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