“We continue to position the portfolio defensively, focusing on companies that should perform well in times of economic weakness.” — Donny Moss, iAGAM
Key Takeaways:
- A slowing economy could mean we have seen the last rate hike.
- The technology sector in the United States and Canada adds value during the quarter.
- We continue to position the portfolio defensively.
Donny Moss, CFA
Senior Director, Portfolio Manager, North American Equities, iAGAM
"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.
