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Bond Fund | Softer-than-expected US CPI date give hope for a Fed pivot

December 16, 2022

Topic: Portfolio Managers

“The typical easing of market activity into year-end may provide a tailwind for spreads, encouraging us to stay overweight corporate credit, but with a bias to high quality.” — Alexandre Morin

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North American Equity | A solid month of November

December 16, 2022

Topic: Portfolio Managers

“Even though equities are rallying on the Fed pivot, earnings estimates for next year will continue to be revised downward as the economy goes into recession in the coming months, with some sector valuations already reflecting this scenario.” — J-P Chevalier & Marc Gagnon 

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Dividend funds | Equities rebound in November, but risks remain

December 16, 2022

Topic: Portfolio Managers

“We also see opportunities in energy, infrastructure and utilities, because many stocks have corrected significantly owing to higher interest rates.” — Donny Moss

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Thematic Innovation Fund | Strong equity performance in November

December 16, 2022

Topic: Portfolio Managers

“We continue to think structural growth stocks will be favoured because of stabilizing long-term interest rates and a prolonged period of low to negative GDP growth.” — Jean-Pierre Chevalier

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Monthly Macro and Strategy | Where will growth come from?

December 5, 2022

Topic: Economic news

"Expectations for GDP growth in 2023 keep getting revised lower as economists are wrapping their collective heads around the idea that a recession is coming.”

— Sébastien Mc Mahon and Adil Mahroug

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Investing through volatility

November 30, 2022

Topic: Economic news

Patience and discipline are key in volatile markets. Discover how to achieve optimal outcomes through disciplined long-term investing.

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Thematic Innovation Fund | Strong equity performance in October

November 22, 2022

Topic: Portfolio Managers

“We continue to see a disconnection between mega caps and below $100 billion and mid cap innovators.” — Jean-Pierre Chevalier

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Dividend funds | Equities rebound strongly in October

November 21, 2022

Topic: Portfolio Managers

“While earnings estimates have started to fall, we feel estimates for 2023 still need to fall significantly from current levels, a process that may serve to limit equity returns for the next few quarters.” — Donny Moss

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North American Equity | Recovering ground after several weeks of decline

November 21, 2022

Topic: Portfolio Managers

“We think structural growth stocks will be favoured as a result of stabilizing long-term interest rates, with very low to negative GDP growth persisting for some time.” — J-P Chevalier & Marc Gagnon 

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Bond Fund | Hide the rally caps, it ain’t over yet folks

November 21, 2022

Topic: Portfolio Managers

“We expect volatility to stay escalated as the market digests those concerns but believe 10-years in the US will remain around 4% to 4.25%, with 4.5% seeming a good entry point to extend duration.” — Alexandre Morin

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