iA CONNECTED

Your ongoing source of information.

iAIM


Recent Posts

Strategic Income Fund | Opportunity in high yield bonds

November 17, 2022

Topic: Portfolio Managers

“The best risk-adjusted opportunity within my investable universe for 2023 will be in high yield bonds.” — Dan Bastasic

Read Article

Insights on the outlook for housing in Canada

November 15, 2022

Topic: Economic news

A bubble ready to burst?

Read Article

Monthly Macro and Strategy | Global Economy: Danger, Cliff Ahead

November 10, 2022

Topic: Economic news

"While we are constructive on inflation getting back under control in the coming 18 months, it might just take a recession to break its back.” — Sébstien Mc Mahon and Adil Mahroug

Read Article

North American Equity | A possible glimmer of hope amid a deteriorating outlook

October 20, 2022

Topic: Portfolio Managers

“We remain positive on commodities, especially on energy, over the long term. A stabilization of the Chinese property sector would be a catalyst to increase the weight of base metal producers in the portfolio. With the recent pullback, we are looking at increasing our exposure to that industry.” — J-P Chevalier & Marc Gagnon 

Read Article

Dividend funds | Remaining defensive as uncertainty grows

October 20, 2022

Topic: Portfolio Managers

“We continue to focus on earnings sustainability while avoiding companies that will most likely have to downgrade their earnings expectations materially.” — Donny Moss

Read Article

Thematic Innovation Fund | 2022 economic and geopolitical themes still running

October 20, 2022

Topic: Portfolio Managers

“The software industry should be strongly favoured by rising automation needs, and we want to invest in areas that should be resilient in a potential downturn.” — Jean-Pierre Chevalier

Read Article

Bond Fund | A summer of discontent

October 20, 2022

Topic: Portfolio Managers

“After the pullback in yields at the start of the third quarter, we think the market is a little too aggressive in embracing peak rates, and the recent highs will most likely be tested again as the narrative shifts toward the adverse economic consequences of a recession, rather than the rate decisions that have brought us there. As a result, we will monitor and adjust duration accordingly.” — Alexandre Morin

Read Article

Bond Fund | Mid-summer dreams of a U.S. Fed pivot give way to the realities of persistently high inflation

September 21, 2022

Topic: Portfolio Managers

“We recently unwound our flattening bias because we think the Bank of Canada will slow the pace of its rate hikes after its September meeting, making the flattening positioning less compelling.” — Alexandre Morin

Read Article

Dividend funds | Equities weak in August

September 21, 2022

Topic: Portfolio Managers

“We continue to focus on names and themes that we feel will be resilient in the current environment.” — Donny Moss

Read Article

North American Equity | From greed to fear

September 21, 2022

Topic: Portfolio Managers

“We continue to take a positive long-term view on commodities, mainly base metals and energy. Even so, we tactically lowered our exposure to both during the summer.”  — J-P Chevalier & Marc Gagnon 

Read Article
  • There are no suggestions because the search field is empty.
Your tools
Procedures and FAQ