iA CONNECTED

“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

“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

“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

“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

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

— Sébastien Mc Mahon and Adil Mahroug, iAIM

“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 

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

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

“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

"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