iA CONNECTED

The end of U.S. exceptionalism may herald a new era when global equities outperform under the impetus of fiscal stimulus and favourable interest rate differentials.

Highlights:

• Investors are re-evaluating the U.S. economy amid disappointing data and policy uncertainty, signaling the end of U.S. exceptionalism.
• European and Chinese assets are gaining traction as U.S. indexes enter correction 
  territory, leading to global equities outperforming.
• Persistent inflation and trade tensions are raising recession risks for both the U.S. and Canada.

Your experts   Sébastien Mc Mahon, MA, PRM, CFA Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager Follow Sébastien Mc Mahon on          Alex Bellefleur, MA, CFA Senior Vice-President, Head of Research, Asset Allocation     Tuyen Tran, M.Sc., CFA Senior Analyst, Asset Allocation and Economics

iagam.ca

"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.