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“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 

Did you know that approximately 568,000 properties are expected to be sold in Canada in 2022?

“With the valuation-driven selloff behind us and cyclical profits more at risk going forward, we see many dislocations in themes where valuations are just too good to pass up...” — Jean-Pierre Chevalier

“Since inflation remains much higher than target in most jurisdictions, we believe central banks will continue their course of aggressive rate increases, which should flatten the yield curve further.” — Alexandre Morin

“As compared to year-end 2021, we find there are many interesting investment opportunities in both our Canadian and US mandates, and we believe it is a great time to be an active manager.” — Donny Moss

iAIM's Portfolio manager Donny Moss explains the importance of dividend stocks during periods of high inflation. Find out why in this short video.