“The secular tailwinds, such as AI, automation and the energy transition, could mitigate the impact of an economic downtown for certain areas of the economy.” — Maxime Houde, iAGAM
Key Takeaways:
- The first half of 2023 was defined by the U.S. consumer’s unexpected resilience.
- We think investing in structural growth and the innovation economy is best done when economic growth becomes scarce.
- We are cautiously optimistic as the second half of the year begins.
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.
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