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Dividend funds | A sense of nervousness pervades the markets

May 25, 2023

“We’re turning a bit more cautious on energy, because the stocks have outperformed the commodity significantly since last fall, and earnings are set to decline significantly from year-ago levels, which could dampen sentiment.” — Donny Moss, iAGAM


Key Takeaways:

  • First-quarter earnings are better than expected so far.
  • We’re turning a bit more cautious on energy.
  • The portfolio is positioned defensively ahead of an economic slowdown.

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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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