“We will start to add cyclical names in a gradual, disciplined manner, targeting stocks with steep valuation discounts and solid growth prospects.” — Marc Gagnon & Maxime Houde, iAGAM
Key Takeaways:
- The Fed changes its tone slightly.
- CPI prints show some positive signs.
- A bank crisis hits the United States and Europe.
Marc Gagnon, M.Sc., CFA
Vice-President, Portfolio Manager,
North American Equities, iAGAM
Maxime Houde, CFA
Associate Director and Associate Portfolio Manager,
North American Equities and Thematic Investing, iAGAM
"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.
