“Even though we acknowledge the economy’s ongoing strength, we continue to tilt defensively, focusing on companies that should perform well in times of economic weakness.” — Donny Moss, iAGAM
Key Takeaways:
- U.S. equities continue their strong performance.
- Recession fears have abated with positive economic data and cooling inflation.
- We remain diversified for all potential economic outcomes.
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.
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