iA CONNECTED

Your ongoing source of information.

Monthly commentary by Jean-Pierre Chevalier

March 23, 2022

Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities for iAIM, as at February 28, 2022.

 

 

Jean-Pierre provides his views on the month of February and discusses the effect on the Thematic Innovation Fund.

📰 Commentary by JP Chevalier (pdf)

 


Key takeaways

  • Suddenly, nobody is worried about COVID anymore
  • Are we experiencing a second shock in 24 months?
  • An immediate spike in agricultural commodity prices is expected

Topic : Portfolio Managers

Written by iAIM

  • There are no suggestions because the search field is empty.
Your tools
Procedures and FAQ