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Thematic Innovation | Inflation numbers fuel a rally

February 22, 2023

Topic: Portfolio Managers

“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — US Equities and Thematic Investing Team, iAIM

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Dividend funds | Equities rebound in January

February 22, 2023

Topic: Portfolio Managers

“As earnings growth estimates for 2023 continue to deteriorate, we continue to focus on companies with durable earnings growth, and those with idiosyncratic opportunities to create value.” — Donny Moss

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Bond Fund | A rally in every asset class

February 22, 2023

Topic: Portfolio Managers

“Considering the softer tone from the Fed and the demand for duration since the start of the year, we recently closed our short-duration position.” — Alexandre Morin

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Global Health Care (Renaissance) | Navigating a complex and potentially volatile 2023

February 16, 2023

Topic: Portfolio Managers

Check out this quarterly fund profile as well as an in-depth manager commentary for the Global Health Care (Renaissance) Fund.

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Diploma RESP | Closed to new sales from May 26, 2023

February 16, 2023

Topics: Savings, Investments

Please refer to the updated article published on March 9 2023. 

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Investment | 3 approaches to guide your clients in an unstable market

February 15, 2023

Topics: Savings, Investments, Economic news

Your clients are wondering if they should rethink their investment approach and if this is the right time to do so? Here are 3 options to consider in the current climate.

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Jarislowsky Fraser | A focus on sustainable emerging market growth

February 14, 2023

Topic: Portfolio Managers

Check out this quarterly fund profile as well as an in-depth manager commentary for the Emerging Markets (Jarislowsky Fraser) Fund.

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Quarterly reviews for many of your favorite Fidelity funds

February 14, 2023

Topic: Portfolio Managers

For each investment review, you will find an overview of the fund, the quarterly and annual commentaries, the positioning and outlook for 2023 as well as the investment process.

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Be on top: five social media trends to watch in 2023

February 10, 2023

Topic: Web and Social Media

Here are five things to keep in mind about your social media. 🎊

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My Client Space | Invite your clients to update their email for a better experience

February 10, 2023

Topic: Miscellaneous

Take advantage of your more frequent communications with clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

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