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North American Equity | Banks under scrutiny

May 2, 2023

“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.

Read the full article

 

Houde-Gagnon carré

 

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.

Topic : Portfolio Managers

Written by iAGAM

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