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iAGAM Investment Funds | Yields hit highs in the third quarter of 2023

October 25, 2023

Performance, strategies and market movements: All you need to know this month.

 


Maxime Houde
, CFA

THEMATIC INNOVATION (iA)
"Higher for longer"

  • Interest rates continue to rise.
  • Strong portfolio performance.
  • Positioned cautiously as we head toward the end of the year.

   Read the article

 

Alexandre Morin, CFA

BOND (iA)
"Bond yields hit multiyear highs in the third quarter"

  • Bond yields rise in the third quarter.
  • Bonds offer a very attractive value proposition.
  • We remain long duration and overweight credit

  Read the article

 

Maxime Houde, CFA


Marc Gagnon
, MSc, CFA

NORTH AMERICAN EQUITY (iA)
"Preparing for turbulent times"

  • Interest rates continue to rise.
  • Signs are pointing to a weakening consumer.
  • We are positioned cautiously as we head toward the end of the year.

Read the article

 

Donny Moss, CFA

DIVIDEND GROWTH (iA) & U.S. DIVIDEND GROWTH (iA)
"Equities fall in September"

  • Valuations affected by higher interest rates.
  • The higher-for-longer narrative is unfolding.
  • We are finding value in regulated utilities.

  Read the 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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