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iAGAM Investment Funds | A hot summer on the markets!

August 17, 2023

Interested in knowing how funds perform and understanding their strategies in response to market movements? You'll find the answer in these 2-minute reads providing iAGAM's manager comments, now grouped in a single news item!

 

Houde, Maxime carré

Maxime Houde, CFA

THEMATIC INNOVATION (iA)
"The party continues in the United States"

  • The Fed is expected to cut rates in the first half of 2024
  • The fund has performed strongly in recent months
  • Our portfolio is becoming more cyclical

  Read the full article

 

Alexandre Morin, CFA

BOND (iA)
"Bond yields rise in July"

  • Bond yields were fairly volatile but, on net, rose in July, providing us with tactical opportunities to manage our relative duration and curve positioning.
  • The portfolio has a longer duration than its benchmark and an overweight in quality credit.
  • We continue to actively manage our exposure to rates, curve, and credit, and are looking outside Canada for opportunities to add value.

  Read the full article

 

Houde, Maxime carré

Maxime Houde, CFA

Marc Gagnon, MSc, CFA

NORTH AMERICAN EQUITY (iA)
"Powell slows the beat"

  • The Fed is expected to cut rates in first half of 2024
  • China is in need of stimulus
  • The fund had a strong performance during the month
  • Our portfolio is becoming more cyclical

  Read the full article

 

Donny Moss, CFA

DIVIDEND GROWTH (iA) &
U.S. DIVIDEND GROWTH (iA)
"Equities push higher in July"

  • As recession risks fade, equities continue their run
  • U.S. stocks are reporting strong second-quarter earnings
  • We are staying diversified for all potential economic outcomes

  Read the full article

 

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

 


DISCLAIMER
This document was produced for informational purposes only and does not constitute an offer or invitation to anyone to buy or sell any security, nor does it indicate an intention to trade in any fund or account managed by iA Financial Group and its subsidiaries. It is intended for advisor use only and should not be reproduced without permission. 

The information provided herein does not constitute financial, tax or legal advice. Investors should always consult a licensed financial advisor before making any investment decisions. The commentary on a Fund is provided by the portfolio manager who is responsible for managing the Fund's investment portfolio as specified in the Information Folder and the Fund Facts document ("Portfolio Manager"). Statements made by the Portfolio Managers represent their personal views and do not necessarily reflect the views of iA Financial Group and should not be construed otherwise. This information does not constitute a recommendation to buy or sell any particular security. Results are for illustrative purposes only. Fund managers may buy and sell securities at any time, and the value of the securities they hold may rise or fall. Past performance of a security may not be repeated. Unless otherwise indicated, the information is from the portfolio manager.  Forward-looking statements are based on the portfolio manager's outlook at the time they are made. Actual events may differ. iA Financial Group assumes no obligation to update the information provided herein. The information contained herein may not reflect all of the terms, conditions and risks of investing in segregated funds. Please read the Information Folder and the Fund Facts document for more details on the specific risks of investing in segregated funds.

Any amount allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. The returns shown, if any, are the net returns of the MER. Commissions, trailing commissions, management fees and expenses all may be associated with investments in segregated funds. Please refer to the Information Folder and the Fund Facts document before investing. Although segregated funds offer guarantees, their values change frequently and past performance may not be repeated.

© iA Financial Group, 2023. All rights reserved. iA Financial Group, iA Wealth Management, Clarington Investments are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used by it and its affiliates under license.

Topic : Portfolio Managers

Written by iAGAM

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