iA CONNECTED

"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

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

“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

“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

“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

“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

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.

"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

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

— Sébastien Mc Mahon and Adil Mahroug, iAIM

"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