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Thematic Innovation Fund | The market is waiting for answers

September 21, 2022

Topic: Portfolio Managers

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

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North American Equity | Stocks rose while recession concerns continue

August 22, 2022

Topic: Portfolio Managers

“Q2 earnings season coincided with a busy macro calendar and this is the perfect setup for portfolio management to add value with stock selection.”  — J-P Chevalier & Marc Gagnon 

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Bond Fund | Risk-on in vogue as bad becomes good again

August 22, 2022

Topic: Portfolio Managers

“With summer holidays in full swing and key decision makers away from their desks, clearer direction should become apparent once we hit September.” — Alexandre Morin

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Dividend funds | Amidst uncertainty, we are focusing on sustainable companies

August 22, 2022

Topic: Portfolio Managers

“In most cases, well-managed, sustainable companies with strong market positions will not have to cut their earnings estimates and may even be able to raise them. In a volatile environment, we think holding a basket of stocks with these attributes will lead to outstanding results.” — Donny Moss

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Thematic Innovation Fund | Looking for new thematic winners

August 22, 2022

Topic: Portfolio Managers

“We think there will be more volatility between now and year-end and will take advantage of it to keep improving the Fund’s risk-return profile.” — Jean-Pierre Chevalier

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North American Equity | Bond markets’ warning of a recession points to a potential stock market rebound

July 28, 2022

Topic: Portfolio Managers

“The equity market will continue to worry about recession until we have a clearer view of its impact on corporate earnings. This is the stage where active portfolio management can bring significant added value with the appropriate stock selection.”  — J-P Chevalier & Marc Gagnon 

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Thematic Innovation Fund | Inflation concerns shifting to fears of recession

July 21, 2022

Topic: Portfolio Managers

“With the valuation-driven selloff behind us and cyclical profits more at risk going forward, we see many dislocations in themes where valuations are just too good to pass up...” — Jean-Pierre Chevalier

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Bond Fund | Sell-off continued in the bond market in Q2

July 20, 2022

Topic: Portfolio Managers

“Since inflation remains much higher than target in most jurisdictions, we believe central banks will continue their course of aggressive rate increases, which should flatten the yield curve further.” — Alexandre Morin

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Dividend funds | Recession fears hit equities in June

July 20, 2022

Topic: Portfolio Managers

“As compared to year-end 2021, we find there are many interesting investment opportunities in both our Canadian and US mandates, and we believe it is a great time to be an active manager.” — Donny Moss

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North American Equity | Rising oil prices, COVID-19 impacts in China and recession concerns in the U.S.

June 30, 2022

Topic: Portfolio Managers

The Canadian market is resilient as US equity valuations reach historically low levels. Find out why.

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