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Thematic Innovation | Economic data continues to be constructive

May 25, 2023

“We think large language models, such as ChatGPT, are this tech cycle’s ‘iPhone moment’ and will have major repercussions across the technology ecosystem and the economy.” — Maxime Houde, iAGAM


Key Takeaways:

  • April was a positive month for the global economy, with growth remaining remarkably resilient despite higher interest rates.
  • The first-quarter earnings season is better than expected so far.
  • We see opportunities in smid-cap innovators.

Read the full article

Houde, Maxime carré

 

 

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. 

 

Topic : Portfolio Managers

Written by iAGAM

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