Discover the latest publication by Dan Rohinton, Portfolio Manager at iAGAM.
The article discusses the significant economic and political impacts of "Liberation Day," a policy announced by the Trump administration that dramatically increases average tariff rates from 3% to 29%. This move has caused global stock markets to sell off rapidly, echoing past financial crises. The author explores strategies for navigating these uncertain times, focusing on investing in companies with pricing power, low leverage, and taking advantage of irrational market dislocations. They emphasize prudently managing risks while seeking opportunities in this volatile environment.
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Dan Rohinton
"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.
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