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North American Equity | Dramatic rate repricing in February

March 23, 2023

“With US monetary policy already in restrictive territory, the portfolio will maintain a defensive tilt until we see a clear signal that the Fed is pivoting.” — Marc Gagnon & Maxime Houde, iAIM

 

Key Takeaways:

  • Investors priced in a higher Fed funds terminal rate.
  • Both Canada and the United States experienced a risk-off month.
  • We continue to think the long-term outlook for commodities is positive.

Read the full article

 

Houde-Gagnon carré

 

Marc Gagnon, M.Sc., CFA
Vice-President, Portfolio Manager,
North American Equities, iAIM

 

Maxime Houde, CFA
Associate Director and Associate Portfolio Manager,
North American Equities and Thematic Investing

 

Topic : Portfolio Managers

Written by iAIM

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