“The regional banking crisis in the United States and the subsequent downfall of Credit Suisse sent shockwaves through the global financial system.” — Maxime Houde, iAGAM
Key Takeaways:
- The regional banking crisis in the United States sent shockwaves through the global financial system.
- Aggregate data start to show clear signs of a slowdown in the economy.
- We are maintaining a barbell strategy with increased emphasis on dominant firms, while gradually increasing our allocation to the themes of the decades.
Maxime Houde, CFA
Associate Director and Associate Portfolio Manager,
North American Equities and Thematic Investing, iAGAM
"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.
