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"A defensive positioning that focuses on companies with high free cash flow and stable businesses will serve clients well, particularly during the first half of 2023." — Dan Bastasic

The positive risk sentiment seen in January quickly reversed in February as the outlook for global growth came more resilient than anticipated for many major economies.

As of March 13, 2023, the financial compensation process for changes of advisor for ex-iA Excellence contracts will be harmonized with that of iA Financial Group.

"This year, a significant portion of our engagements will focus on achieving our net-zero goal." — ESG Team, Vancity

"The portfolio’s duration strategies contributed to performance in January, specifically, the Fund’s exposure to US duration as rates fell in this market." — Alfred Murata

Check out Wellington Square's monthly portfolio and market update for the Floating Rate Income & Core Plus Bond funds.

"After turning the page on what was a very challenging 2022, January saw a very strong rally across fixed income markets as many of the dynamics we had been expecting for quite some time started to take hold as reality in investors’ minds." — Dan Bastasic

Do you see the value in this client base? The banks do! The good news is that everything is in your hands.

On Thursday, February 23, iA Investment Management Inc. (“iAIM”) announced portfolio manager changes effective immediately.

“With US monetary policy already in restrictive territory, the portfolio will be positioned with a defensive tilt until we have a clear signal that the Fed is pivoting.” — North American Equity team, iAIM