“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.
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.
