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North American Equity | Strong start to the year

February 23, 2023

Topic: Portfolio Managers

“With US monetary policy already in restrictive territory, the portfolio will be positioned with a defensive tilt until we have a clear signal that the Fed is pivoting.” — North American Equity team, iAIM

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Thematic Innovation | Inflation numbers fuel a rally

February 22, 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.” — US Equities and Thematic Investing Team, iAIM

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Dividend funds | Equities rebound in January

February 22, 2023

Topic: Portfolio Managers

“As earnings growth estimates for 2023 continue to deteriorate, we continue to focus on companies with durable earnings growth, and those with idiosyncratic opportunities to create value.” — Donny Moss

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Bond Fund | A rally in every asset class

February 22, 2023

Topic: Portfolio Managers

“Considering the softer tone from the Fed and the demand for duration since the start of the year, we recently closed our short-duration position.” — Alexandre Morin

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Monthly Macro and Strategy | China to the rescue?

February 2, 2023

Topic: Economic news

"China is finally reopening after announcing an abrupt reversal of its strict zero-Covid policy in January.”

— Sébastien Mc Mahon and Adil Mahroug, iAIM

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North American Equity | The Fed is approaching its target rate: Will it be enough?

January 24, 2023

Topic: Portfolio Managers

“With US monetary policy already in restrictive territory, the portfolio will be positioned defensively until we have a clear signal that the Fed is pivoting.” — J-P Chevalier & Marc Gagnon 

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Bond Fund | The bond market rally faded at year-end

January 24, 2023

Topic: Portfolio Managers

“We expect bond-yield volatility to offer multiple opportunities this winter to position our portfolio on short and long durations alike.” — Alexandre Morin

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Dividend funds | Two positive data points: China and natural gas prices

January 24, 2023

Topic: Portfolio Managers

“Even though the environment is uncertain, we’re always on the lookout for opportunities to add value to the portfolio.” — Donny Moss

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Thematic Innovation Fund | Entering 2023 with a cautiously optimistic stance

January 24, 2023

Topic: Portfolio Managers

“We expect volatility in the first half of 2023 and will take advantage of it to continue to improve the Fund’s risk-return profile.” — Jean-Pierre Chevalier

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Monthly Macro and Strategy | A deep dive in the labour market

January 9, 2023

Topic: Economic news

"The labour market has been sending mixed signals of late. This month, we’ve decided to take a deep dive into one of the most important economic sectors: employment.”

— Sébastien Mc Mahon and Adil Mahroug

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