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Monthly Macro & Strategy | Understanding the credit cycle dynamics

May 4, 2023

"We think a thorough understanding of credit cycle dynamics will enable us to form expectations of what lies ahead and, most important, to make informed investment decisions.”

— Sébastien Mc Mahon, Adil Mahroug & Tuyen Tran, iAGAM

 

Highlights:

  • The business cycle is composed of several sub-cycles and the credit cycle is the most important
  • The primary consequence of the U.S. banking turmoil could be an abrupt end to the credit cycle
  • We remain underweight U.S. equities and high yield bond

 

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iagam.ca

 

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Sebastien_McMahon

 

 

 

Sébastien Mc Mahon, MA, PRM, CFA
Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager

 

Adil Mahroug_HD

 

 

 

 

Adil Mahroug, M. Sc.
Senior Strategist and Director, Asset Allocation

 

Topic : Economic news

Written by iAGAM

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