The market is already pricing the upcoming monetary tightening. A rather neutral duration seems appropriate. Find out why.
iAIM
Recent Posts
June 29, 2022
Topic: Portfolio Managers
The current environment creates opportunities for dividend mandates. Several stocks are already pricing the worst. Find out how.
June 23, 2022
Topic: Portfolio Managers
Inflation concerns is shifting to recession fears. The strategy is to look for the thematic winners of this decade, not the previous one.
May 25, 2022
Topic: Portfolio Managers
Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as of April 30, 2022.
May 19, 2022
Topic: Portfolio Managers
Monthly commentary by Alexandre Morin, CFA, Principal Portfolio Manager for iAIM, as at April 30, 2022.
May 17, 2022
Topic: Portfolio Managers
Monthly commentary by Jean-Pierre Chevalier, Senior Director, Portfolio Manager, U.S. Equities and Thematic Investing for iAIM, as at April 30, 2022.
May 17, 2022
Topic: Portfolio Managers
Monthly commentary by Donny Moss, Senior Director, Portfolio Manager, North American Equities for iAIM, as at April 30, 2022.
May 5, 2022
Topic: Portfolio Managers
Quarterly commentary by Alexandre Morin, CFA, Principal Portfolio Manager for iAIM, as at March 31, 2022.
April 26, 2022
Topic: Portfolio Managers
Quarterly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as at March 31, 2022.
April 21, 2022
Topic: Portfolio Managers
Quarterly commentary by Donny Moss, Principal Portfolio Manager, North American Equities for iAIM, as at March 31, 2022.