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North American Equity | The future remains uncertain

May 25, 2023

Relatively speaking, we think structural growth stocks will be favoured in the coming low-to-negative GDP growth environment.” — Marc Gagnon & Maxime Houde, iAGAM

 

Key Takeaways:

  • First-quarter earnings are coming in better than expected.
  • Some of the impacts of the Federal Reserve’s rapid interest rate increases are yet to be felt; we forecast a more difficult second half of the year.
  • We are maintaining a cautious positioning while seeking opportunities in U.S. smid-cap innovators.

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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