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Monthly commentary by JP Chevalier & Marc Gagnon

March 29, 2022

Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as of February 28, 2022.


Jean-Pierre and Marc provide their views on the month of February and discuss the effect on the North American Equity Fund.


📰 Commentary by JP Chevalier & M Gagnon (pdf)


Key takeaways

  • Russia and Ukraine now effectively cut off from global trade flows
  • Raw materials like copper and nickel are facing increased supply risks
  • Many opportunities in secular growth stories with positive free cash flow yield following big selloffs

Topic : Portfolio Managers

Written by iAIM

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