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Did you know that the pioneer of the quantitative investment strategy, also known as multi-factor investing, was Louis Bachelier, a French mathematician whose doctoral thesis was published in 1900? ^[1]

Find out how the Smoothed Return Diversified Account (SRDA) is a great option for clients with a long-term investment horizon, looking to avoid market volatility while maintaining great return potential.

“Q2 earnings season coincided with a busy macro calendar and this is the perfect setup for portfolio management to add value with stock selection.”  — J-P Chevalier & Marc Gagnon 

“With summer holidays in full swing and key decision makers away from their desks, clearer direction should become apparent once we hit September.” — Alexandre Morin

“In most cases, well-managed, sustainable companies with strong market positions will not have to cut their earnings estimates and may even be able to raise them. In a volatile environment, we think holding a basket of stocks with these attributes will lead to outstanding results.” — Donny Moss

“We think there will be more volatility between now and year-end and will take advantage of it to keep improving the Fund’s risk-return profile.” — Jean-Pierre Chevalier

Did you know that on the same date just one year ago (August 8, 2021), the Guaranteed Interest Fund (GIF) rate for the 1-year term was 0.65% and is now 3.25%, and the High Interest Savings Account (HISA) rate was 0.40% and now stands at 2.35%?^[1]

Did you know that 50% of couples in Canada have children^[1] and that 16% of them have at least one child between 0 and 5 years of age^[2]?

“The equity market will continue to worry about recession until we have a clearer view of its impact on corporate earnings. This is the stage where active portfolio management can bring significant added value with the appropriate stock selection.”  — J-P Chevalier & Marc Gagnon