Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?
July 27, 2023
Topic: Portfolio Managers
"Within the health care sector, we continue to remain defensive and cautiously optimistic. The portfolio has fairly balanced exposure across the three major health care sub-sectors in pharmaceuticals, medical technology, and health care services." — Michal Marzal, CIBC Asset Management Inc.
July 25, 2023
Topic: Portfolio Managers
"It is important to note that, despite being conservative regarding our cyclical exposure, we are working to find exposure to secular themes that will continue to perform well in a recession.” — Marc Gagnon & Maxime Houde, iAGAM
July 25, 2023
Topic: Portfolio Managers
“The secular tailwinds, such as AI, automation and the energy transition, could mitigate the impact of an economic downtown for certain areas of the economy.” — Maxime Houde, iAGAM
July 25, 2023
Topics: Miscellaneous, Digital tools
My Client Space and iA Mobile now feature a modernized visual environment to provide your clients with a more streamlined, user-friendly browsing experience.
July 24, 2023
Topic: Miscellaneous
This content library is packed with essential information to help you develop your expertise and diversify your service offering.
July 24, 2023
Topic: Portfolio Managers
“We think bond yields are near the high end of their present range and therefore have maintained a duration that is longer than that of our benchmark.” — Alexandre Morin, iAGAM
July 24, 2023
Topic: Portfolio Managers
“Even though we acknowledge the economy’s ongoing strength, we continue to tilt defensively, focusing on companies that should perform well in times of economic weakness.” — Donny Moss, iAGAM
July 19, 2023
Topics: Economic news, Portfolio Managers
In both Canada and the United States, the consumer discretionary sector led the way, benefiting funds that were overweight in this sector. Most major fixed-income indices also managed to end the period in positive territory.
July 18, 2023
Topic: Portfolio Managers
"The markets continue to be hesitant to embrace capital intensive sectors given the rise in interest rates, especially those that require external financing to meet their growth potential." — Frank Latshaw