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Dividend funds | Noisy but positive start to the year

May 2, 2023

“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.

Read the full article

 

 

 

 

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.

Topic : Portfolio Managers

Written by iAGAM

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